Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
David Kelly, the Fed, interest rates
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.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies