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 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.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
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.
Manager selection is one of three critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
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.
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.