Stellar Quarter Fueled Event-Driven Returns

Stellar Quarter Fueled Event-Driven Returns

🕔07:13, 4.Apr 2017

The Weekly Brief The reports of the “Trump trade” death have been greatly exaggerated. Since the failure of the U.S. administration to repeal the Affordable Care Act, risk assets rebounded healthily. The MSCI World is almost back to an all-time

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CEE Insights | Fixed Income | Central and Eastern Europe

CEE Insights | Fixed Income | Central and Eastern Europe

🕔03:47, 4.Apr 2017

On Radar Despite the upward trend of bond yields, CEE countries have been doing very well in their debt issuance. Slovakia and Poland completed about half of their full-year issuance plan by the end of March, while Croatia, the Czech

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Better times ahead

Better times ahead

🕔13:32, 3.Apr 2017

Argentina Watch Economy poised for strong growth in 2017 Exports remain main growth engine, but consumption is picking up Inflation falling, but still worryingly high Stringent economic policy remains necessary for furhter improvement in credit ratings 

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Better placed to deal with ‘Trump risks’

Better placed to deal with ‘Trump risks’

🕔12:28, 3.Apr 2017

India Watch Post-demonetisation slowdown contained, while foreign trade picks up Growth set to return to 7.5%; India to remain fastest growing emerging giant RBI to remain on hold this year; INR forecast upgraded in March State elections result in stronger

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Weekly Market Recap

Weekly Market Recap

🕔11:02, 3.Apr 2017

Thought of the Week 1Q 2017 was dominated by political headlines and firming economic data globally, confirming that the “reflation trade” remains in place. This led risk assets to outperform relative to fixed income over the course of the quarter,

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Crowds versus committees

Crowds versus committees

🕔11:02, 3.Apr 2017

Uncommon truths Crowds do a good job of solving problems. Judged by returns, investment committees do not. What can committees learn from crowds? Our own experiment with crowdsourcing (Source Crowding, if you wish), revealed a strong preference for Eurozone equities.

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Beleggers focussen op Amerikaanse zorg

Beleggers focussen op Amerikaanse zorg

🕔09:25, 3.Apr 2017

Investment View  Sinds de Amerikaanse verkiezingen in november 2016 gaat er veel aandacht van beleggers uit naar het beleid voor de gezondheidszorg. De onzekerheid rond de hervorming van de zorgsector heeft kansen gecreëerd voor beleggers in actief beheerde strategieën. We

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Investment Perspectives on Corporate Engagement & Proxy Voting

🕔21:10, 1.Apr 2017

J.P. Morgan Asset Management (JPMAM) understands that putting our clients’ interests’ first means recognizing and managing investment risks and opportunities associated with Environmental, Social, and Governance factors.

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Proxy Statement

🕔16:05, 10.Mar 2017 Read Full Article

Center for Investment Excellence

🕔19:14, 7.Mar 2017

Educational hub featuring an expanding set of tools and information

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Sustainable Investing: Investment perspective on climate risk

🕔18:20, 21.Feb 2017 Read Full Article

The infrastructure moment

🕔21:40, 31.Jan 2017

Core infrastructure’s growing role in institutional portfolios

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Assumptions Matrices

🕔18:42, 22.Dec 2016 Read Full Article

Inside the black box

🕔11:10, 1.Dec 2016

Revealing the alternative beta in hedge fund returns

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Political headwinds continue to trouble Europe

🕔13:15, 15.Nov 2016

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

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A slow-moving, steady slide

🕔19:30, 26.Oct 2016

Macroeconomic Assumptions

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Tackling leverage: Leaders, laggards and history lessons

🕔07:58, 26.Oct 2016

Global Credit Cycles

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China A-shares inclusion: Still a no go

🕔15:36, 16.Jun 2016

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

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Preparing for IFRS 9: Investment implications for insurers

🕔06:30, 14.Apr 2016

The potential investment implications of IFRS 9 on bond and equity investment strategies.

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Preparing for IFRS 9: Investment implications for insurers

🕔14:18, 1.Feb 2016

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

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Guide to the Markets

🕔12:01, 31.Dec 2015

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

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Waiting on the world to change

🕔16:28, 18.Sep 2015

Dr. David Kelly discusses the Federal Reserves September Federal Open Market Committee (FOMC) meeting and its implications on interest rates and the economy.

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Insights App

🕔04:25, 5.Aug 2015 Read Full Article

The J.P. Morgan Insights App FAQ

🕔08:25, 4.Aug 2015 Read Full Article

What if we live in a low-return world? Implications for pension funds

🕔06:25, 31.Jul 2015

Michael Cembalest discuss the long-term trend for growth across asset classes and the implications, as well as potential solutions, for pension funds.

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Global Fixed Income Blog

🕔08:01, 27.Dec 2013

Our latest thinking on the global fixed income markets and the global economy. Click here to visit the blog.

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Customized Solutions

🕔20:28, 15.Oct 2013 Read Full Article

Emerging Managers

🕔20:21, 15.Oct 2013 Read Full Article

Venture Capital

🕔20:15, 15.Oct 2013 Read Full Article

U.S. Corporate Finance

🕔20:08, 15.Oct 2013 Read Full Article

Asia Private Equity

🕔19:59, 15.Oct 2013 Read Full Article

Sample Direct Investments

🕔18:47, 15.Oct 2013 Read Full Article

Secondary Investments

🕔18:36, 15.Oct 2013 Read Full Article

European Corporate Finance

🕔18:22, 15.Oct 2013 Read Full Article

Global Private Equity

🕔18:08, 15.Oct 2013 Read Full Article

Our Philosophy

🕔17:39, 15.Oct 2013 Read Full Article

Who We Are

🕔17:22, 15.Oct 2013 Read Full Article

What will higher interest rates mean for real estate?

🕔10:37, 1.Jul 2013

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.

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The Realization: A new world. A new normal. A tectonic shift.

🕔18:16, 1.Apr 2012

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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