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
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
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 full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Expected returns and correlations of asset classes.