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.
Many UK defined benefit (DB) pension funds are well along on their de-risking journey. What lies ahead now is relatively unexplored territory. Here we set out things to consider in building a runoff investment strategy.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article discussing how low growth, low yield environments are good for equity income investing.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
LTCMA 2019 illustration managing illiquidity risk across public and private markets.