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Features Right Risking Income Opportunities Global Growth Inflation Retirement Solutions

Seeking Yield and Income Resource Center

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Celebrating two investing milestones Banner Image

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)

Closing the funding gap: Implementing an LDI framework

Tony Gould, Client Portfolio Manager, Global Fixed Income, Currency & Commodities, pinpoints the key issues for pension plans considering a liability-driven investment program and explains the purpose of swaptions in LDI investing.

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.

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

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

Trapped Cash: Local market challenges (pdf)

Generating Income in Low environment Thumb

Generating Income in a Low-Yield Environment (pdf)

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.

REITs: Time to focus on growth again (pdf)

U.S. Real Estate Capital Markets Update: The return of debt (pdf)

Brave New Worlds: Revisiting the strategic case for global REITs (pdf)

Infrastructure: Inflation protection for the long and the short term (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)

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

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)

Equity Income manager Clare Hart explains why research and a consistent approach help navigate changing markets.

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 awaiting momentum (pdf)

Digging deeper: Emerging market debt choices (pdf)

Emerging Markets Strategy: Evaluating Inflation and Commodities (pdf)

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.

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

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.

Finding opportunities within and across emerging markets

Global emerging markets equity strategist George Iwanicki explains how disciplined security selection works in concert with macro analysis to deliver results. Watch the video

The Inflation Equation

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

Watch: Building inflation sensitivity into 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

Core Menu Innovation

J.P. Morgan Asset Management introduces Core Menu Innovation^SM—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

Journey Magazine: Fall 2012

Retirement at the Crossroads

Core Menu Innovation

Translating Department of Labor Guidance

For more than 30 years, J.P. Morgan Asset Management has been a leader in the management of Taft-Hartley benefit plan assets. As Taft-Hartley specialists, our team is committed to supporting the needs of labor union members, trustees, consultants, and administrators with market-leading advisory and investment solutions, as well as lending support for job creation, fair labor practices, and community development.

Our commitment to Taft-Hartley plans

Manage $6.6 billion in assets for more than 120 clients across a variety of strategies¹
Added an average of $1.5 billion annually in new construction dollars to trades and labor member affiliates
Contributed more than $1 billion to 100% union construction in the renovation of the 50-story headquarters of JPMorganChase in Manhattan, seeking to achieve LEED Platinum certification—one of the largest green renovations in the world
Support green jobs and employment training through grants to non-profit organizations helping prepare workers for new job and career opportunities in green industries

¹ As of December 31, 2011

Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com

Brian Ralph

Executive Director

brian.ralph@jpmorgan.com

Taft-Hartley newsletter—
insights and solutions from J.P. Morgan

This quarterly publication provides a centralized source of information addressing key issues facing multi-employer plans.

Fall 2012 (pdf)

Inside this issue:

The Rocky Road to Global Expansion

Now in its fourth year, the global expansion continues at a halting pace, subdued by the aftermath of previous lending excesses and continuing problems in the euro zone. As Michael Hood explains, important improvements are taking place, but ongoing financial market choppiness and fluctuations in sentiment are likely to persist over the next several months.

Regulatory update

Ed Cronin, V.P., Legislative and Regulatory Affairs, explains what the Moving Ahead for Progress in the 21st Century (MAP-21) Act means for multi-employer plans.

Real Diversification

Taft-Hartley plans, aware of the expanding global real asset opportunity set, have begun to carve out a more critical, strategic role for real assets in their portfolios. Bernie McNamara, Executive Director, Global Real Assets, explains the importance of a holistic, diversified approach.

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