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Research and Publications
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.
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 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.
- Keepin' it real: Inflation risk as an asset allocation problem (pdf)
- Long Term Capital Market Return Assumptions 2012
- Regime Change: Implications of macro shifts on asset class and portfolio performance (pdf)
- The Price of Inflation (pdf)
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.
All seasons approach to managing risk
Assessing the role of risk in portfolios has become increasingly important in the post-financial crisis environment. Apply an approach to understanding and managing risk to address market volatility and uncertainty and achieve higher risk/return potential.
Watch Corey Case, COO and co-head of J.P. Morgan Alternative Asset Management discus the changing hedge fund invesment landscape.
Income Opportunities in Fixed Income
Today’s markets leave many investors wondering where the best
opportunities lie within the fixed income markets.
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.
Finding Income in Real Assets
Income and capital appreciation are key components of many real assets portfolios, but investors need to know where to look.
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.
Generating Income in a Low-Yield Environment
In this "low for long" rate environment, generating high and stable income remains a challenge for investors. 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.
Read the whitepaper (pdf)
Watch Gary Madich, CIO, Global Fixed Income, Columbus, explain why he believes investors should prepare for this year’s bond market risks with flexibility and diversification.
Exploring Growth Trends in Emerging Market Economies
Economic rebalancing, rapid urbanization and other fundamentals are driving strong growth in the emerging markets.
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.
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)
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.
- The Role of REITs in a portfolio (pdf)
- Commodity Considerations in a New Fiscal World Order (pdf)
- European Equities: A Long Term Perspective (pdf)
Watch Nigel Emmett, Senior Client Portfolio Manager, Global Equities, discuss the role of global equities in client portfolios.
Opportunities beyond borders
Watch Scott McKee, Co-Head of the New York-based Emerging Market Debt team, New York/London/Asia Global Fixed Income, discusses the current trends and themes in the emerging markets and how his team is pursuing current investment opportunities.
Addressing Inflation Risk
Inflation is a persistent phenomena and typically rises after protracted periods of exceptionally low inflation or deflation.
Current research and historical data can help investors better understand the risks of inflation.
Positioning Portfolios and Inflation
While there is no sure way to quantify what degree of inflation protection is appropriate, it might be prudent for investors to investigate positioning a share of their portfolios to mitigate inflationary risks.
J.P. Morgan Long-term Capital Market Return Assumptions
Different Asset Classes Perform Their Best at Different Stages of the Inflation Cycle
Commodities and Inflation
Real Assets and Inflation
Fixed Income and Inflation
Currency and Inflation
The Power of Regime-based Investing
“Four economic factors dominate financial market performance: growth, inflation, monetary policy and labor market slack. Developing insight into the rate of change of these four factors—rather than their absolute levels—is essential to executing a regime-based asset allocation policy.”
– “Regime Change: Implications of macro shifts on asset class and portfolio performance,” J.P. Morgan, February 2011
Watch Abdullah Sheikh discuss the team's findings in this introductory video.Read the executive summary | Learn more
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.
- Keepin' it real: Inflation risk as an asset allocation problem (pdf)
- Long Term Capital Market Return Assumptions 2012
- Regime Change: Implications of macro shifts on asset class and portfolio performance (pdf)
- The Price of Inflation (pdf)
Improving Target Date Fund Adoption in DC Plans
Fiduciary Implications: Using re-enrollment to improve target date fund adoption
Whether adding target date funds to your DC plan, or just changing investment providers, this white paper provides valuable insight on the strategies plan sponsors can consider and the fiduciary implications of their decisions.
Read the whitepaper (pdf)
Watch the webcast
Journey Magazine Spring 2012
Retirement insights and solutions
Journey Magazine is a bi-annual publication that delivers our latest research and newest thinking on retirement topics and developments impacting decision makers in the defined contribution, retirement and pension marketplace.
Retirement insights and solutions
Journey Magazine is a bi-annual publication that delivers our latest research and newest thinking on retirement topics and developments impacting decision makers in the defined contribution, retirement and pension marketplace.
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
Building a Custom Target Date Solution
With the majority of plans now offering target date funds as their plan’s default option, the selection of a quality target date fund is more important than ever.
Watch the video
View the brochure (pdf)
Improving Target Date Fund Adoption in DC Plans
Fiduciary Implications: Using re-enrollment to improve target date fund adoption
Whether adding target date funds to your DC plan, or just changing investment providers, this white paper provides valuable insight on the strategies plan sponsors can consider and the fiduciary implications of their decisions.
Read the whitepaper (pdf)
Watch the webcast
Global insight
Our research and publications demonstrate an incomparable ability to tap our global, multi-asset class, multi-process organization for original insight that can help clients make better investment decisions.
Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com
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October 5, 2011
4Q 2011 Global Markets Outlook: Volatility and Market Implications
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FOR INSTITUTIONAL USE ONLY
This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Advisor, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice or investment recommendations. You should consult your tax or legal advisor about the issues discussed herein.
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.
DAX and Nikkei - End of Day. 30 Year, 10 Year, and 5 Year Treasuries - End of Day.
FOR INSTITUTIONAL USE ONLY
This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Advisor, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice or investment recommendations. You should consult your tax or legal advisor about the issues discussed herein.
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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