Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
Global markets and multi-asset portfolios
Environmental, Social and Governance (ESG) in Emerging Markets
Key findings from the Multi-Asset Solutions Strategy Summit
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
How do you determine the strategic mix of core vs. non-core real estate? Read our analysis to find out more.
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