Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Themes from the quarterly Quantitative Beta Research Summit
The S&P 500 could hit 10,000 by the mid-2030s
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Are your private credit allocations positioned for uncertainty?
J.P. Morgan Cashflow Driven Investment Strategy
Keeping alpha with the beta
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.