Tag: Jared Gross

Opinion November 20, 2024

Passive Investing Is a Choice, Not a Default Option

The fee savings of passive management may obscure some of the inefficiencies embedded in benchmarks or portfolios built to mimic them, writes the head of institutional portfolio strategy at J.P. Morgan Asset Management.

Asset Allocation June 26, 2023

Who Will Be Long-Term Post-Pandemic Investment Winners?

Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.

Research May 30, 2023

Biotech Investment Could Be Approaching a ‘Golden Age’

J.P. Morgan strategist Jared Gross sketches out how small life sciences firms are now well-placed due to higher federal research funding and a more receptive FDA.

Risk April 6, 2023

Forget Any Fed Pivot, Says JPM’s Gross

The bond and futures markets believe the central bank’s tightening will about-face—a bad call, the strategist contends.

Pensions January 27, 2023

JPM: Reopen Corporate DB Plans or Stop Closing and Freezing Them

Sponsors no longer need to block new workers from defined benefit pensions, as the programs are an advantage, says a study.

Research January 25, 2023

Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled

It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.

Asset Allocation September 1, 2022

Allocators Rebalance Too Often, JPM Says

Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.

Risk May 2, 2022

Once a Liability, Corporate Pension Plans Start Turning a Surplus for Many Companies

But that doesn’t mean corporations will reopen closed plans.

Newsmakers April 11, 2022

Corporate Pension Risk Minimization Is Going to Become Increasingly Inefficient, Says JPM Strategist

Corporate pensions are now nearly 100% funded, meaning that their strategies may need to change.

Asset Allocation March 21, 2022

JPM: De-Risking Plans Suffer if They Don’t Broaden Out to Alts

The old LDI method of sliding into bonds from stocks is past its prime, a study from the firm says.