This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
EURUSD should be rangebound
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Themes from the quarterly Quantitative Beta Research Summit
J.P. Morgan Cashflow Driven Investment Strategy
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.