Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting. This has also been reflected in the cash bond market, where yields out to the 6-month maturity
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
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.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
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.