New dimensions of diversification
The how and why of diversification
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.
Themes from the quarterly Quantitative Beta Research Summit
Investors faced difficult conditions in Q3 with risk appetite alternating based on the dynamic interplay between trade, monetary policy and growth.
J.P. Morgan Cashflow Driven Investment Strategy
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Full 62-page report with analysis of all asset classes.
A systematic back-test of MSCI ESG ratings