As global energy intensity declines and petroleum supply becomes more flexible, a damaging late-cycle oil price spike appears less likely.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
The team applies its own deep proprietary research to J.P Morgan's world-class platform to design and manage portfolios that invest globally across asset classes.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
Global markets and multi-asset portfolios
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.