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.
Please join Ralf Preusser in discussion with Aditya Bhave, Mark Cabana, Alex Cohen and Shruti Mishra to review the US payroll report. The US labor market remains central to the outlook for US monet...
For a comprehensive overview of our 2026 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, ple...
We’ve revised our 2026 US macro outlook: Higher energy prices will likely push headline inflation higher, growth should remain resilient. We expect no Fed cuts in 2026.
Despite higher energy costs, the outlook for profits is robust. While earnings growth is broadening beyond tech leaders, the AI investment boom remains a dominant theme. High valuations in some are...
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Frankli...
CMS’s 2027 MA Final Notice points to retiree market stability, while group post-65 plans grow riskier, pushing employers toward individual Medicare exchanges.
Newfoundland and Labrador Budget 2026 highlights deficit outlook, tax cuts, higher basic personal amount, reduced small business tax, gas tax cuts, and expanded benefits.
Factors posted a largely positive Q1 despite market volatility. U.S. momentum led equity factor gains while commodity supply disruptions lifted certain factors. We maintain a positive outlook on fa...
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