In recent years, defined contribution (DC) plans have often found it difficult to focus on investment as they have grappled with a series of legislative and regulatory changes.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A stable to improving alpha outlook offsets the beta drag
Infrastructure remains an attractive asset class for institutional investors given its low correlations to other asset classes, relatively high yields, and the positive outlook for investor demand.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Are your private credit allocations positioned for uncertainty?
J.P. Morgan Cashflow Driven Investment Strategy
Expert Insights: Susan Kolasa on the diversifying benefits of including direct real estate in target-date funds withion defined contribution plans. Video
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
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.