A 60/40+ Portfolio for the Next 30 years: A Broader Toolkit
A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’
Opinion
The Forces Propelling Direct Lending: As It Scales, Complexity Follows
What CIOs should be watching as private lending moves into the mainstream of corporate financing and institutional portfolios.
Unlocking 401(k) Innovation: Litigation Risk Is Stifling Thoughtful Stewardship
How the recent executive order on private assets in defined contribution plans could pave the way for investment committee excellence.
The Demographic Ripple: From Cribs in Shanghai to Corn in Iowa
Population trends are not background noise and deserve the same attention as AI, climate, cyber, geopolitics and liquidity on the risk dashboard.
A New Dawn for Digital Assets: From Uncertainty to Action in the US
Changes in Washington have made it clear ‘we’ve entered an era of building,’ writes the CIO of a sovereign fund.
Why Benchmark Choice May Be the Most Strategic Investment Decision
Two leaders from CEM Benchmarking offer insights on how benchmark selection strategy can shape investment performance outcomes.
A Holistic Evaluation of Custom Solutions
Using a holistic value measurement framework is an important evolution when evaluating the performance of an outsourced investment provider, writes an executive from Chestnut Advisory Group.
Borrowing From the Future Means Reliance on Growth, and Inflation
Prioritizing total-factor productivity instead of debt-to-GDP ratio, Nikko Asset Management’s chief strategist lays out a scenario by which the U.S. economy could recover.
A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing
Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment.
System-Level Investing in Practice: From Beliefs to Blueprints
‘If you want to go fast, go alone. If you want to go far, go together.’ But what if the road itself is crumbling?
What System-Level Investing Is—and Why It’s Different From Any Approach You’ve Used Before
System-level investing links portfolio performance to the health of the systems that sustain it—and retools investment strategy accordingly.
Outdated Financial Theory Is Failing Us All: What CIOs Must Rethink About Risk, Return and Resilience
Today’s systemic threats—from climate breakdown to democratic backsliding—demand a fundamental shift in how CIOs understand and manage long-term value creation.
Mandates on AI Projects Tighten as Asset Managers Focus on ROI, and Efficiency
Off-the-shelf artificial intelligence tools with domain-specific applications are increasingly being adopted, as firms prioritize faster deployment and lower development overhead.
The Evolution and Revolution of Active Fixed-Income ETFs
J.P. Morgan Asset Management investors examine how these funds can help integrate all corners of the bond market into allocators’ portfolios.
The Market Is Not Melting Down—It’s Moving Forward
How the concept of punctuated equilibrium, borrowed from scientific reviews, can help explain volatility and reduce investor anxiety.