How could policy changes impact alternative investments?
This paper, written by Meera Pandit, discusses the potential impact of U.S. government policy changes on alternative assets.
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Meera is responsible for delivering timely market and economic insights to institutional and retail clients, conducting research on the global economy and capital markets. She is also responsible for publications such as the Guide to the Markets.
Meera is also a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press.
Meera joined the firm in 2011 as an analyst in J.P. Morgan’s Private Bank in New York, where she served ultra-high and high-net worth clients. She has also held business strategy roles in Asset Management in New York and London.
Meera earned a B.A. in English from Tufts University and holds Series 7 and 63 licenses. She is a CFA charterholder. Meera was featured as Market Watch’s “Forecaster of the Month” in February 2020.
Insights from Meera Pandit
This paper, written by Meera Pandit, discusses the potential impact of U.S. government policy changes on alternative assets.
Read moreThe alternative investment landscape often evolves gradually. Assets may be priced infrequently and therefore are less sensitive to day-to-day market moves.
Read moreIn 2018, the U.S. corporate tax rate was slashed from 35% to 21% when the 2017 Tax Cuts and Jobs Act (TCJA) went into effect. On the campaign trail, President-elect Trump proposed a further reduction from 21% to 15%, specifying this would apply to companies that make their products in America.
Read moreIn its penultimate meeting of 2024, the Federal Open Market Committee (FOMC) unanimously voted to lower the federal funds rate by 25 basis points to a target range of 4.50%-4.75%.
Read morePrivate equity has been surprisingly resilient throughout the Fed hiking cycle. In 2022, PE only declined by 2%, but is now 3.2% higher than the end of 2021, compared to U.S. small cap stocks, which were 7% lower.
Read moreThe S&P 500 notched 24 new all-time highs in Q1, up 10.6%, with 2.7%-points from earnings, 7.4% from multiple expansion, and 0.4% from dividends.
Read moreAfter a significant pricing reset, private real estate could be on the verge of a rebound due to a few key drivers.
Read more