Asset Allocation
Family Offices Grow, as the Rich Get Richer
The number of very well-off more than doubled over the past two decades, a JPM report finds.
Tag: JP Morgan
News
Direct Indexing Grows, but Plans Don’t Vary Much, Morningstar Says
Wall Street firms trot out their own versions or buy smaller providers to meet demand.
Asset Allocation
New York State Pension Invests Over $3 Billion in Alts in June
The $280 billion retirement fund allocates the majority of its $4 billion in total monthly investments to real estate funds.
Risk
Once a Liability, Corporate Pension Plans Start Turning a Surplus for Many Companies
But that doesn’t mean corporations will reopen closed plans.
Newsmakers
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.
Newsmakers
CPPIB to Collaborate with Inpher to Develop Unique Dataset for Investment Forecasting
The pension fund is hoping Inpher’s technology will give them new information to beat the market.
Newsmakers
Three Australian Funds Merge to Create the Country’s Second-Largest Retirement Fund
Officials hope that the mergers will reduce management fees and increase retiree benefits.
Risk
Kentucky Teachers’ Pension Loses $3 Million After Selling Russian Investments
Other pensions around the country are likely facing similar losses.
Newsmakers
Tech Companies, Not Factories, Are Getting the Capital Spending Dollars Now
New reports shed light on the phenomenon.
Manager Selection
What Will Differentiate the Best Alternatives Investors in the Next 10 Years?
We ask Anton Pil, global head of alternatives for JPMorgan Chase & Co.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Market Moves
Here’s a Bullish Call: JPM Says We’re Entering ‘Market Nirvana’
The bank credits split government, a possible vaccine, Fed actions, and possible trade war abatement.
Corporate Moves
Boeing Production Cut Will Pare Half-Point from GDP, Says JPM Economist
Loss of the troubled 737 MAX will lower US industrial output, Michael Feroli warns.
European Commission Fines Banks €1 Billion for Currency Rigging
Barclays, RBS, Citigroup, JP Morgan, and MUFG allegedly participated in forex cartels.
Newsmakers
JP Morgan’s Sarah Emly Passes Away
Fund manager averaged 21% returns over three-year period.