Written By: John Manley The January CPI report, released earlier this week, showed only a modest increase in consumer prices. The year-over-year rate of headline inflation decelerated to 1.6%, with th …
Written by: Alex Dryden and Heather Beamer IN BRIEF – Over the last decade, investors have been incentivized to “hunt for yield” in riskier asset classes by unorthodox monetary policy, which sucked th …
Written by: Gabriela Santos After ending 2018 at the very bottom of the returns table with a negative return of 14.2%, emerging market (EM) equities have had a strong start to the year. EM equities’ p …
Written by: Samantha Azzarello and Jordan Jackson In brief Market volatility has come back with a vengeance. In October, U.S. equities finished the month down -6.9%, after recovering slightly from a – …
Written by: Paul Quinsee Themes and implications from the Global Equities Investors Quarterly In brief Our investors are cautious of rising U.S. interest rates and economic and profits cycles that are …
Written by: David Kelly The results of the U.S. midterm elections were largely in line with expectations, with one important wrinkle. Although, as anticipated, the Democrats took the House of Represen …
Written by: Yazann Romahi and Garrett Norman Themes from the quarterly Quantitative Beta Research Summit In brief Equity value continued to sell off. The factor is currently mired in its second-worst …
Written by: Nick Gartside In an environment of strong growth, rising rates and still-low yields, the ability to invest flexibly across global bond markets is particularly valuable. But where do the op …
Written by: John Bilton Themes and implications from the Multi-Asset Solutions Strategy Summit In brief Global growth is set to remain above trend, but changes to U.S. trade policy and the impact of h …
Written by: David Lebovitz, Global Market Strategists, J.P. Morgan Asset Management In brief The next bear market will likely be associated with a U.S. recession. While it is impossible to pinpoint ex …
Written by: David Lebovitz A lot of people in the investment business like to say “the back half of the year starts after Labor Day.” Obviously this isn’t true from a chronological standpoint – the ye …
Written by: Jordan Jackson, Global Market Strategists, J.P. Morgan Asset Management Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determinin …
Written by: Ben Hernandez The introduction of exchange-traded funds carved out its own niche in the financial sector, which in turn, grew exponentially and with that rise in ETFs, industry changes are …
Written by: Alex Dryden In brief The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inver …
Written by: Ben Hernandez The S&P 500 is in the midst of the longest bull market in history, which may have fear-riddled investors hesitant to jump into the capital markets due to being late to th …
Turkish assets have been under severe pressure, with the Turkish lira depreciating by 42% against the U.S. dollar this year, down 22% this week alone. In addition, year-to-date, local equities are dow …
Written by: DeFred G Folts III, Chief Investment Strategist at 3EDGE Asset Management July 2018 Artificial Intelligence and machine learning are everywhere. In the words of Tad Friend at The New Yorke …
Written by: Alex Dryden With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining …
Written by: Yazann Romahi Themes from the quarterly Quantitative Beta Research Summit In brief Equity factor performance was consistent with trends from 2017, as both equity value and equity size exte …
Written by: Benjamin Mandel and Hannah Anderson This is a distillation of a forthcoming J.P. Morgan Asset Management research paper: What is a trade war, and are we in one? Multi-asset implications by …
Written by: Robert Michele Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting In brief Our base-case scenario, a 75% probability …
Written by: Dr. David Kelly As forecast for the unemployment rate. It is worth noting, however, that the expected, the Federal Reserve raised its target for the federal funds rate to a range of 1.75%- …
Written by: David Lebovitz and Tyler Voigt In brief Volatility returned in the first quarter of 2018 as markets struggled to find their footing amidst concerns of inflation, softening econ …
This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist headed to New York City where they met with Yasmin Dahya, Head of Americas Beta Specia …
Written by: Alex Dryden and Jordan Jackson In brief One of the most important interest rates in global financial markets, U.S. LIBOR, has spiked causing some investors to fear that th …
Written by: Alex Dryden With the U.S. 10-year yield pushing past 3% and reaching its highest level since January 2014 investors are wondering why are yields rising now? As we highlight in the below ch …
Written by: Yazann Romahi and Garrett Norman Themes from the quarterly Quantitative Beta Research Summit In brief Equity factor performance was consistent with trends from 2017, as both eq …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies; Joe Staines, Research Associate, Quantitative Beta Strategies; Garrett Norman, Beta Speciali …
Written by: Chris Shuba, Helios Quantitative Research, LLC Let’s pretend you are a US investor that wants to deploy some of your money overseas. You think international developed market sto …
Written by: David Lebovitz Economists and investors believe that free trade is a good thing, as it improves the welfare and consumption opportunities of all parties involved. On March 1, the president …
Written by: Yazann Romahi, Garrett Norman Themes from the quarterly Quantitative Beta Research Summit In brief Equity factors generated mixed performance over the quarter, with the moment …
Written by: John Manley With the U.S. economy decidedly late cycle and the bull market looking to some, at least, a bit long in the tooth, international investment opportunities seem increasingly attr …
Written by: David Lebovitz The S&P 500 has had an impressive start to the year, rising over 4% year-to-date with only three days of negative performance. However, as the equity market has moved hi …
Written by: David Lebovitz Since the financial crisis, corporations have shown a preference for repurchasing stock and paying dividends, rather than reinvesting these funds back into the business. Wit …
Written by: Doug Sandler, CFA, Global Strategist at Riverfront Investment Group The growth of the ETF industry has been a boon to investors, providing access to new asset classes and time-tested inves …
Written by: Dr. Yazann Romahi, CIO of Quantitative Beta Strategies at J.P. Morgan Asset Management Here’s a paradox for financial advisers to consider: As it relates to traditional indexing, we w …
Written by: David Lebovitz, Global Market Strategist, JP Morgan Asset Management The S&P 500 energy sector has lagged the strong performance of the broader index, falling by over 6% so far this ye …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies As the concept of beta has transformed markets, powering the phenomenal rise of passive investing, ongoing resear …
Written by: JPMorgan Asset Management’s Capital Markets Desk In line with evolving client needs is the growth and evolution of investment vehicles available to advisors. ETFs have been steadily g …
Written by: David Lebovitz Where has all the volatility gone? Why does valuation matter, and where is the value today? Where will Fed policy take us in 2018? Volatility went missing earlier …
Written by: David Lebovitz The S&P 500 is up over 10% this year, but the largest pullback we have seen has been a mere 3%. As a result, many investors are on the lookout for a correction in the eq …
Written by: Yazann Romahi, CIO of Quantitative Beta Strategies, J.P. Morgan Asset Management Themes from the quarterly Quantitative Beta Research Summit In brief Equity factors delivered m …
Written by: Paul Quinsee, Global Head of Equities, J.P. Morgan Asset Management Themes and implications from the Global Equities Investors Quarterly In brief We expect the trend of increas …
Written by: Richard D. Steinberg, CFA, Steinberg Global Asset Management In today’s rising interest rate environment, managing your clients’ need for income can be challenging and extremely frustratin …
Written by: John Bilton | Head of the Global Strategy Team for the Multi-Asset Solutions Group Themes and implications from the Multi-Asset Solutions Strategy Summit In brief Summer worries over …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies The investment industry is abuzz with talk of smart beta, and many are touting it as a revolution in passive inve …
3 equity solutions that can help cushion the downside With the stock market near all-time highs, investors and their financial advisors may be re-evaluating their equity portfolios and looking for sol …
Written by: Benjamin M. Lavine, CFA, CAIA, Chief Investment Officer, 3D Asset Management Liquid-Alternative Investing – Harvesting Risk Premiums Outside of Traditional Asset Classes What is Liqui …
Written by: Nick Gartside, International CIO of Global Fixed Income, J.P. Morgan Asset Management Continued low yields and the risk of rising interest rates mean fixed income investors are contin …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Managem …
Written by: Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities (GFICC), J.P. Morgan Asset Management Themes and implications from the Global Fixed Income, Currency & …
Written by: John Lunt | President, Lunt Capital Management The principal of diversification drives asset allocation for both institutional and individual investors. The benefits of diversif …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Management W …
Written by: Paul Quinsee, Managing Director, Global Head of Equities Themes and implications from the Global Equities Investors Quarterly A raft of strong first quarter earnings results affi …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Ma …
Yaz Romahi, portfolio manager and CIO for Quantitative Beta Strategies, explains his approach to security selection and the benefits of multi-factor screening. How would you summarize your approach to …
Written by: Corey Hoffstein, Co-founder & CIO, Newfound Research There is no shortage of diverse opinions on Wall Street: it is, after all, what makes a market function. Yet …
Interest in strategic beta ETFs is rising. A few simple guidelines can help investors pick from among the often-bewildering number of options. The number of strategic beta ETFs has grown at 20% a year …
Written b: John Bilton, Head of Global Multi-Asset Strategy, Multi-Asset Solutions In terms of the breadth of global growth, the first half of 2017 is shaping up to be the best start to a year si …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Ma …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Ma …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Ma …
Combining an alternatively-weighted index with a multi-factor stock screening process can diversify uncompensated risk, potentially leading to less volatility in down markets and an overall smoother e …
The investment industry is abuzz with talk of strategic—or smart—beta, as investors become increasingly aware of the overexposure to risk concentrations and overvalued securities that comes as part of …
Market cap-weighted ETFs have dominated the investment landscape over the last 20 years. But in today’s unpredictable market environment, investors are increasingly turning away from traditional passi …
Written by: Larry Whistler, Chief Investment Officer, Nottingham Advisors When employing core/satellite investment strategies, investors often focus only on low-cost market cap-weighted indices when c …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies, J.P. Morgan Asset Management A quiet revolution is taking place in the alternatives world. The idea of alpha/b …
Written by: Nick Gartside, International CIO of Global Fixed Income, J.P. Morgan Asset Management The realities for fixed income investors have changed. How is this being reflected in markets? Bond in …
Written by: Deepika Sharma, Managing Director of Investment Research, Astor Investment Management For decades, investors have been interested in factors—attributes such as value, momentum or market ca …
Written b: John Bilton, Head of Global Multi-Asset Strategy, Multi-Asset Solutions As global growth broadens out and the reflation theme gains traction, the outlook brightens for risky assets Fou …
Written by: Jillian DelSignore, Head of ETF Distribution at J.P. Morgan Asset Management The Cheesecake Factory opened its first New York City location back in November, and it was met with unexpected …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Alternatives ETF at J.P. Morgan Asset Management With invest …
Written by Guest Writer: Colin Falls, President, GeoWealth As a member of the investment advisor community, you are most likely enjoying some great success at the moment. Equity markets are up, busine …
Iris.xyz caught up with Jillian DelSignore, Executive Director, Head of ETF Distribution at J.P. Morgan Asset Management, at the Inside ETFs Conference in Hollywood, Florida that ran Jan. 22-25, 2017. …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies The investment industry is abuzz with talk of smart beta, and many are touting it as a revolution in passive inve …
Written by: Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies and Lead Portfolio Manager of JPMorgan Diversified Return International Equity ETF at J.P. Morgan Asset Ma …
Written by Guest Writer: Chris Shuba, Founder of Helios Quantitative Research Market volatility is normal. And though we can’t predict the future, volatility in the coming years is a sa …
Written by: Samantha Azzarello, Global Market Strategist, Ainsley Woolridge, Market Analyst “A smooth sea never made a skilled sailor” A market without volatility would be unnatural, like an ocea …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies Alternative beta—accessing hedge fund returns in a liquid low-cost and transparent manner. The aura of mystery th …
Written by: Yazann Romahi, Chief Investment Officer, Quantitative Beta Strategies As the concept of beta has transformed markets, powering the phenomenal rise of passive investing, ongoing resear …
In today’s challenging markets, Michael Schoenhaut and Christina Jiang explain how a focus on sourcing the best income opportunities, while closely managing risk, can reap benefits for investors. What …
Written by: Nick Gartside With a record number of government bond yields in negative territory, fixed income investors might be forgiven for thinking their options are limited. But Nick Gartside, Port …
Written by: Samantha Azzarello | Global Market Strategist As we approach a rising rate environment, the scale of U.S. federal debt has some investors concerned about the sustainability of go …
