From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
How real estate and infrastructure can enhance returns and reduce volatility
An interview with Jeff Geller on HF investing within a multi asset portfolio.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Measuring book yield correctly
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.