NEST announced today (15 May) that it has awarded a high yield bond mandate to J.P.Morgan Asset Management to further diversify members’ portfolios and offer attractive returns in an otherwise low-yielding fixed income environment.
DC plans should consider adding multi-asset credit strategies to their default strategies
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
Listen to previous series on a variety of investment topics, asset classes and current themes
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
This case study explains how our Pension Solutions & Advisory team meets our client’s objectives throughout the pension lifecycle
In this article, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies, which can provide stable income and low total return volatility.
Andy Darcy, CEO of J.P. Morgan Asset Management Transportation Assets, talks about the evolving asset class and where he sees the best opportunities in ships, trains, aircraft and more.
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.