J.P.Morgan Home / Institutional Asset Management
/ Search Page
Results for: Refine by: Category Format Audience Topic Asset Class Date People
Sort by: Newest | Oldest | Relevance 1/10 of about 151 Results In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets. Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years. In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way. In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings. Key findings from the Multi-Asset Solutions Strategy Summit Our summer 2019 edition looks at UK pension buy and maintain strategies, the globalisation of real estate holdings and the importance of timing when investing in a volatile, late cycle environment. 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. With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit? With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around? The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
You are about to leave the J.P. Morgan Institutional Asset Management site
Please click below to continue or select the exit option on the right to remain on this site.
SELECT YOUR COUNTRY
(All sites are in English)
For countries not shown above, please close the window to exit the site.