EURUSD should be rangebound
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
J.P. Morgan Cashflow Driven Investment Strategy
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
How real estate and infrastructure can enhance returns and reduce volatility
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Disruption and the core infrastructure investor
Impacts of disruption on the core infrastructure investor
Dr. David Kelly’s Notes on the week ahead - August 12, 2019