Asset Allocation
Why Soaring AI Stocks May Falter
Skepticism about long-term performance rises as the payoff of artificial intelligence now seems far off.
Tag: Jamie Dimon
Newsmakers
JPMorgan Chase CEO Dimon Skeptical of Private Markets Growth
The shrinking of the number of public companies is not a good thing, Dimon said at a conference in Brooklyn this week.
Risk
Private Credit Defaults Nudge Up: A Warning?
This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says.
Risk
Dimon Sounds Alarm on Private Credit—Sounds Like Junk Bonds, Circa 1990
JPM chief points out that these loans have not yet faced a real economic downturn, which high-yield did.
Newsmakers
Public Markets at Risk of Shrinking Further, Says Jamie Dimon
The banking chief decried shrinking public markets, investor activism and other risks to investment markets in JPMorgan Chase’s annual CEO letter.
Risk
That ’70s Show: Can Stagflation Return?
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
Dauntless Allocators Stick With Calamitous Cryptocurrency
Institutions keep their toeholds in bitcoin and others amid epic market slide.
Manager Selection
How Ash Williams Aims to Help JPM in His New Job
The former Florida SBA chief will give the bank his strategic counsel and serve as a public face in these challenging times.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.
Market Moves
Dimon: Minimum Tax on Corporate Proceeds Abroad Is a Very Bad Idea
JPM chief, joined by Citi’s Fraser, says Biden plan will backfire on the US.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Newsmakers
Dimon Slams Dem Plans to Remove Lid on State, Local Tax Write-Offs
The JPM chief says lifting the cap would only benefit the wealthy, with their huge property levies.
Growing Number of Pension Funds, Endowments, Foundations Adding Bitcoin to Portfolios
The digital asset is gaining more acceptance among institutional investors.
Asset Allocation
Dimon Frets Over Weak Recovery and Fintech Rivals
That’s even as the JPM chief just turned in record earnings, and bank stocks are almost recovered.