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
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
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.
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.
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.
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.
Manager selection is one of three critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting