Learn about J.P. Morgan Asset Management's broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market caps & regions.
Themes and implications from the Global Equities Investors Quarterly
J.P. Morgan Private Equity Group is one of the largest and most active global private equity programs in the industry.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
J.P. Morgan 2019 LTCMA Equity Market Assumptions
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.
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.