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.
On June 19-20, J.P. Morgan Asset Management hosted our first annual National Healthcare Investment Forum on the theme of “Enterprise Risk Management: Building stronger portfolios in a complex world."
Measuring book yield correctly
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
What to expect in the next 15 years.
Factor investing through the cycle
Article highlighting why now is a good time for investing in infrastructure
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.