Spotlight on hedged equity strategies
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.
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Characteristics and Implementation Considerations for Private Equity
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
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
Asset Class Views
Preparing for IFRS 9: Investment implications for insurers
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
What if we live in a low-return world? Implications for pension funds
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Designing a liability driven investment (LDI) strategy
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
The Weeky Brief: 18 October 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics