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.
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
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
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Our newsletter provides the latest news and views impacting public funds.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Full report detailing JPM's long-term capital market return assumptions for 2013