Center for Investment Excellence
Educational hub featuring an expanding set of tools and information
The infrastructure moment
Core infrastructure’s growing role in institutional portfolios
Inside the black box
Revealing the alternative beta in hedge fund returns
Political headwinds continue to trouble Europe
The impact on Europe of the UK’s vote to leave the European Union (EU) remains unclear, and other landmark events are now looming large on the political horizon. Italy’s major Constitutional referendum, scheduled for 4 December, could have a direct
A slow-moving, steady slide
Macroeconomic Assumptions
Tackling leverage: Leaders, laggards and history lessons
Global Credit Cycles
China A-shares inclusion: Still a no go
This paper, written by Ian Hui, addresses MSCI’s announcement of delaying the inclusion of China A shares in their benchmark Emerging Markets Index and discusses the relevant implications
Preparing for IFRS 9: Investment implications for insurers
The potential investment implications of IFRS 9 on bond and equity investment strategies.
Preparing for IFRS 9: Investment implications for insurers
The migration from International Accounting Standard 39 (IAS 39) Financial Instruments: Recognition and Measurement to International Financial Reporting Standard 9 (IFRS9) Financial Instruments will have potential investment implications. To help foster this understanding, J.P. Morgan’s Global Insurance Solutions team has
Guide to the Markets
Launched in the U.S. in 2004, the Guide to the Markets (“Guide”) is a pioneer as the industry’s leading resource for timely information on the market and economy. Today, the Guide has a global footprint with many versions, six of
Waiting on the world to change
Dr. David Kelly discusses the Federal Reserves September Federal Open Market Committee (FOMC) meeting and its implications on interest rates and the economy.
What if we live in a low-return world? Implications for pension funds
Michael Cembalest discuss the long-term trend for growth across asset classes and the implications, as well as potential solutions, for pension funds.
Global Fixed Income Blog
Our latest thinking on the global fixed income markets and the global economy. Click here to visit the blog.
What will higher interest rates mean for real estate?
Investors should remain cautious as rising rates are likely to push levered returns downward toward unlevered returns as debt becomes increasingly less accretive; this has the potential to expose poor performing and overpriced assets.
The Realization: A new world. A new normal. A tectonic shift.
Although recent shifts in allocation have largely been tactical moves between the stocks and bonds, pension funds are making a strategic tilt (albeit gradual) to alternatives—including real estate, infrastructure and private equity.
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