Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Where can investors find sustainable sources of return?
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
What investors should consider
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
The S&P 500 could hit 10,000 by the mid-2030s