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When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion a...
Curating diverse return streams is important. Asset-based finance may help. Diversification is often treated as an asset-allocation decision. How much capital should go to equities? Bonds? Alterna...
A 12–24 month relative-value outlook across major alternative asset classes, produced by J.P. Morgan Asset Management’s Alternatives Investment Strategy & Solutions (AISS) team
Policymakers often "fight the last war." This Economics Weekly explores how central banks and fiscal teams now pivot toward targeted, aggressive inflation control.
As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templet...
History doesn’t repeat itself, but often it rhymes. Financial markets are once again contending with a 1970s-style Middle East energy crisis that has the power to raise inflation, worsen fiscal...
The global energy shock has driven up bond yields across developed markets, but the key development is the divergence across regions. This week’s Bond Bulletin explores how bond markets are pricing...
How can an active core equity portfolio deliver more reliable long-term results from a modest alpha target? For much of the past decade, equity investing has been defined by abundance. Strong be...
Managing Director, is Head of Investment Platform. He is responsible for identifying synergies across our investment platforms and optimizing. This includes leveraging the strengths of our investme...
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