03/25/2025
The Guide provides saving and investing insights to help advisors and their clients plan for education
03/25/2025
We see Sub-Trend Growth as becoming more likely at 60%, and have lowered the probability of Above-Trend Growth to 10%. We raised the probability of a Recession to 20% while Crisis remains at 10%.
03/24/2025
03/24/2025
Spencer Kubin, Executive Director, joined the J.P. Morgan Private Equity Group in 2018 and has portfolio management and business development responsibilities.
03/24/2025
Ashmi Mehrotra, Managing Director, joined the Private Equity Group in 2003. She is Global Co-Head of the Private Equity Group within JPMorgan Asset Management, managing $32 billion in private equity investments on behalf of institutional and private investors.
03/24/2025
Tyler Jayroe, Managing Director, joined the Private Equity Group in 2005. Prior to joining the Group, he worked as an Executive Compensation Consultant for Aon Consulting, where he helped large companies design performance-based pay packages for their top executives. He previously worked in a variety of capacities for Actuarial Sciences Associates, an employee benefits and compensation consulting firm. Mr. Jayroe holds a BA, magna cum laude, from Vanderbilt University and an MBA from the University of Virginia. Currently, Mr. Jayroe serves on numerous private equity fund advisory committees and as an observer on certain portfolio company boards of directors.
03/24/2025
Stephen Catherwood, CFA, managing director, portfolio manager, is Global Co-Head of the Private Equity Group, overseeing the management of $26 billion in private equity investments on behalf of institutional and private investors.
03/24/2025
I may have mentioned this before, but as a young lad, I had a very healthy appetite. Consequently, when deciding on a hobby, I prudently elected to go with “cooking”. My experiments included making fudge and my mother dutifully supplied me with sugar, vanilla and helpful advice.
03/24/2025
The situation around the consumer continues to be complex, with K-shaped outcomes persisting, necessitating rigorous and disciplined security selection in consumer credit investments.
03/24/2025
Browse our Weekly Market Recap for a summary of the latest U.S. stock market headlines and insights, including an update on the S&P 500 returns.
03/24/2025
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
03/24/2025
03/24/2025
03/20/2025
Explore the Federal Reserve's March 2025 policy decisions, economic outlook, and investment strategies amidst rising uncertainty and stagflation risks.
03/19/2025
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
03/19/2025
Explore the potential market scenarios in 2025 with Meera Pandit's insightful analysis on tariff turmoil, trade truces, tax cuts, tech tumbles, and inflation spikes. Discover how these scenarios could impact equities, yields, and your investment portfolio. Learn about the importance of diversification and alternative investments in navigating volatile markets.
03/18/2025
The GLP-1 drug class took the market by storm. Now that it’s showing effectiveness against other diseases, here’s how our thinking has evolved.