The U.S. and China’s exchanged tariff hikes, hurting confidence and making August a risk-off month amid ongoing trade tensions.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
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.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Factor investing through the cycle