We shed light on how a new, higher volatility regime sets the stage for certain hedge fund strategies in 2019. Find out what you need to know.
The times when investors were able to enjoy a quiet summer seem to be over. August was a volatile month for financial markets, with the VIX averaging 19, compared to 13 in July.
A possible change in Chinese currency policy?
JP Morgan Asset Management 2019 Long-Term Capital Market Assumptions
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
JP Morgan's 2019 Long-Term Capital Market Assumptions
JP Morgan's 2019 Long-Term Capital Market Assumptions abbreviated version of the full white paper
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
J.P. Morgan 2019 LTCMA Alternative Assumptions