In this month’s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don’t postpone further duration hedging in anticipation of rising rates.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
European Central Bank meeting: Quantitative easing is coming to an end but low rates likely to persist
Today the European Central Bank (ECB), at its final monetary policy meeting of the year, confirmed that it will cease net asset purchases at the end of this year, in line with its previous guidance.
Disruption and the core infrastructure investor
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.