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In the news
January 13, 2012
JPMorgan Chase Reports Fourth-Quarter 2011 Net Income of $3.7 Billion, or $0.90 Per Share, on Revenue of $22.2 Billion
December 05, 2011
Barron's recognizes JPMorgan Equity Income Fund
November 09, 2011
J.P. Morgan Asset Management Proposes Fundamental Rethinking of Traditional Defined Contribution Plan Core Menu
October 24, 2011
Infrastructure Investor Features Mark Weisdorf, Head of JP Morgan Asset Management’s Infrastructure Investments, in its Cover Article for October
October 14, 2011
Barron's Shines Spotlight on J.P. Morgan Funds
October 13, 2011
JPMorgan Chase Reports Third-Quarter 2011 Net Income of $4.3 Billion, or $1.02 Per Share, on Revenue of $24.4 Billion
October 10, 2011
J.P. Morgan Asset Management's Analysis of the Fed's "Operation Twist" Featured in Pensions & Investments
October 03, 2011
Pensions & Investments Speaks with John Garibaldi, Head of J.P. Morgan’s Institutional Advisory and Sales Group, About Institutional Investors’ Needs
September 26, 2011
InvestHedge Profiles JPMAAM’s Customization Solutions
Recent examples of Strategy thought leadership
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.
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’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.
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
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.
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.
Price/earnings investing: One picture requires a thousand words
It is well known that equity valuations today, broadly, look attractive, including via a price-earnings ratio lens. But is that reason to buy? In this paper, we took a closer look at investing with P/E ratios. While these ratios do offer investors some useful, actionable, and potentially profitable signals, they only work for certain types of investors – those willing to rebalance frequently and shift allocations meaningfully from year to year.
It is well known that equity valuations today, broadly, look attractive, including via a price-earnings ratio lens. But is that reason to buy? In this paper, we took a closer look at investing with P/E ratios. While these ratios do offer investors some useful, actionable, and potentially profitable signals, they only work for certain types of investors – those willing to rebalance frequently and shift allocations meaningfully from year to year.
A Month to Remember: Lessons for pension plans from the August correction
This paper underscores the value of a disciplined long-term strategy and the necessity of maintaining and protecting that strategy against sudden volatility.
This paper underscores the value of a disciplined long-term strategy and the necessity of maintaining and protecting that strategy against sudden volatility.