Critical intelligence on asset allocation and implementation across asset classes
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
Artificial intelligence has been one of the main market drivers, bolstering the performance not only of traditional assets but also of alternative instruments such as hedge funds with exposure to t...
The Hedge Funds Quarterly Outlook shares the J.P. Morgan Alternative Asset Management team's views on markets, conviction across different strategies, and individual strategy outlooks.
Factors extended gains in Q2, on average, led by equity momentum. We maintain a positive outlook for factors overall: Equity value and equity quality are historically inexpensive; equity momentum c...
A review of the week’s top global economic and capital markets news.
We explore how macro movements change investment decisions.
Emerging market debt seems to be enjoying a revival. Our CIO Emerging Market Debt discusses the renewed interest in this asset class, his team’s expectations for 2026, and where he sees opportuniti...
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
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