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.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Article discussing how low growth, low yield environments are good for equity income investing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics