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The global financial crisis has emphasized the importance of implementing strategies and basic asset allocation principles that can help manage the impact of investment tails and other risks.

Mitigating Tail Risk Exposure (pdf)

Mired in Debt: Navigating the global debt supercycle (pdf)

Decision Making Under Different Economic Regimes

Recovering from Glut, Managing the Rut (pdf)


The global recovery may be an opportune time to explore strategies for re-introducing risk that may provide enhanced portfolio diversification, yield, and return potential.

The Alternatives Landscape: Time to reintroduce risk? (pdf)

Volatility and Uncertainty Yield Investment Opportunities (pdf)

Coming of Age (pdf)

Maintaining the Growth Advantage (pdf)


The Inflation Equation

Higher inflation may still be more of a risk than a reality, but the time to protect against it is before it becomes a problem. Please view our thought leadership on inflation.



Market volatility and uncertainty has led to greater emphasis on using asset allocation models and other strategies to manage the impact of downside and liquidity risks in long-term portfolios and defined benefit plans.

The Blind Side

Defending the “Endowment Model”

Non-normality of Market Returns (pdf)


Investing in Equity for Income

With the recent volatility in the markets, there is heightened interest in investing in equity to generate income.
Learn how investors can make the most out of an equity income strategy domestically and abroad.

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Beyond the usual suspects: Diversified sources of income (pdf)

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Dividends: More Than Income in a Low Rate Environment, September 2011 (pdf)

Trapped Cash: Local market challenges (pdf)

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Generating Income in a Low-Yield Environment (pdf)


Retirement Income Opportunities

An allocation to fixed income not only offers income potential, but also can provide the principal preservation and stability necessary to ensure optimal retirement outcomes.

Strengthening Participant Outcomes (pdf)

Innovative Alternatives for Traditional Stable Value Funds (pdf)

Anne Lester

Watch Anne Lester discuss current markets and the Income Builder fund on CNBC


Exploring Growth Trends in Emerging Market Economies

Economic rebalancing, rapid urbanization and other fundamentals are driving strong growth in the emerging markets.

Emerging Markets Value

Emerging Markets: Value awaiting momentum (pdf)

Digging Deeper

Digging deeper: Emerging market debt choices (pdf)

Emerging Markets Strategy Evaluating

Emerging Markets Strategy: Evaluating Inflation and Commodities (pdf)

Strategic Emerging

Strategic Emerging: The role of emerging markets in a long-term portfolio (pdf)


Finding Value Across Asian Markets

Epic shifts in industrialization in China and other Asian countries can provide many opportunities across a full spectrum of investments.

Redefinifng G3

Redefining the G-3: Welcome to the Chinese renminbi (pdf)

Japan Shattering

Japan: Shattering the preconception (pdf)

Japan Topic Vol. 7: Six months after the Tohoku earthquake, October 2011(pdf)

Investing in China: Why Now and How (pdf)


Redefining the G-3: Welcome to the Chinese renminbi

The G-3 currencies (U.S. dollar, euro and yen) are structurally changing-how China is redefining the order.

View the publication (pdf)



Accessing Other Cross Border Opportunities

As part of a balanced portfolio, allocations to global asset classes such as REITS and commodities may help diversify and potentially bolster performance in a number of different macroeconomic environments.

Watch Nigel Emmett, Senior Client Portfolio Manager, Global Equities, discuss the role of global equities in client portfolios.



Journey Magazine

Retirement Insights and Solutions from J.P. Morgan

Now available: the Fall 2012 edition of Journey Magazine. Our latest issue features articles on plan design strategy, target date investing, participant behavior and regulatory and legislative developments impacting defined contribution decision makers.

Read more

View the interactive magazine


Retirement at the Crossroads

J.P. Morgan Retirement Plan Services CEO, David Musto, discusses how four major trends: heightened market volatility, an aging U.S. population, increased regulatory scrutiny and the continued shift to self-directed retirement assets are converging to drive rapid transformation in the DC industry.

Learn more
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Core Menu Innovation

J.P. Morgan Asset Management introduces Core Menu InnovationSM—a new approach to the defined contribution investment menu that aims to simplify participant decisions and help strengthen potential investment outcomes.

Learn more

 

 

 
Translating Department of Labor guidance into action

Plan sponsors can use this guidance to help determine the most prudent TDF actions in the context of their specific plan goals and participant needs.

View the publication

 
 

Partnering with us

 

Market Views and Research

 

The Global Fixed Income, Currency & Commodities Blog
Direct access to our investment team's latest thoughts and perspectives on fixed income markets and the global economy.

 

Market Views
This series monitors and interprets the markets, delivering updates and insights that reflect a prism of perspectives across global markets and asset classes.

 

Research and Publications
Our research and publications demonstrate an incomparable ability to tap our global organization for original insight that can help clients make better investment decisions.

 

Events
Sponsored regionally throughout the year, our educational forums allow clients to remain abreast of the latest investment issues and our innovative solutions. Clients benefit by sharing ideas and learning from one another.

 

Webcasts
Listen to our accomplished investment professionals as they bring you their latest investment and portfolio management ideas in an online forum.

 


In the news

 
May 23, 2013
J.P. Morgan Asset Management CEO Mary Callahan Erdoes Named to Forbes' 100 Most Powerful Women List
 
May 23, 2013
J.P. Morgan Asset Management wins Institutional Investor's top awards in the Midcap Value Equity and Non-U.S. Equity Growth (ex-EM) Categories
 
April 11, 2013
JPMorgan Chase releases 2012 Annual Report and Letter to Shareholders
 
March 27, 2013
Barron's names Jamie Dimon to its annual list of the World's Best CEOs
 
March 05, 2013
Catherine Keating, CEO of U.S. Institutional Asset Management, on CNBC Power Lunch
 

More news >

 

 

Recent examples of Strategy thought leadership

 
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The missing link: Economic exposure and pension plan risk
Pension plantrustees are increasingly aware of the range of risks present in defined benefit pension plans. Volatile markets have led to volatile funding ratios, compounding the impact of falling interest rates and increasing longevity. This heightened awareness has led many plans to look at ways of managing these risks.
 
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Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead
2011 has been extraordinary in a number of respects, including the influence of politics on financial markets. In “Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead,” Rebecca Patterson, Chief Markets Strategist, describes several reasons why politics could play an even bigger role in the markets in the year ahead.
 
Risky business...don
Risky business...don’t de-risk, right risk
More and more firms are seeking to de-risk their pension plans, but strategies such as tax arbitrage are not feasible in a low yield, low liquidity environment. By blending broadly diversified return-producing and liability-matching assets, however, sponsors can "right risk" their plans, providing for growth while moderating unrewarded interest rate risk.
 
Generating Income in a Low-Yield Environment
Generating Income in a Low-Yield Environment
In this "low for long" rate environment, generating high and stable income remains a challenge for investors who need to maintain portfolio yields. However, certain market dynamics are creating opportunities to pick up compelling yields across a range of asset classes, each with varying levels of risk-based capital intensity.
 
 

Expert insights

 

In his 2nd Quarter update Bob Michele, CIO of Fixed Income, Currency & Commodities, discusses the challenges facing fixed income markets today and where the team sees opportunities.

Pierre-Yves Bareau, head of the Emerging Markets Debt team, considers the outlook for EMD in this challenging economic backdrop, detailing why the valuation case for emerging markets remains fundamentally strong.

 

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J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

 

 
 

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