Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Article discussing how low growth, low yield environments are good for equity income investing.
4Q Guide to the Markets
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
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.