Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
Manager selection is one of three critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
ERISA Strategist, Dan Notto, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions to retired employees.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
For the first time in 20 years, markets will have to survive without support from central banks.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.