What value does alternative beta bring to institutional portfolios?
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
European Central Bank meeting: Quantitative easing is coming to an end but low rates likely to persist
This paper, written by Jai Malhi, examines the European Central Bank meeting outcome and its investment implications.
Potential effects of IFRS 9 on bond and equity investment strategies and styles.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Learn about J.P. Morgan Asset Management's broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market caps & regions.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies