Themes and implications from the Global Equities Investors Quarterly
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Our newsletter provides the latest news and views impacting public funds.
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.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Emerging market equity: If you wait for certainty, you miss opportunity
Full report detailing JPM's long-term capital market return assumptions for 2013