In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
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.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article discussing how low growth, low yield environments are good for equity income investing.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013