Asset Allocation
Market Volatility, Litigation Slow PRT Deal Flow
Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.
Tag: Jared Gross
Alternatives
Investors Move More Into Alts Following Stock Surge
Illiquid asset classes are among those viewed as stable amid growing uncertainty about the U.S. economy and global public markets.
Opinion
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
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
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
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
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
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
Allocators Rebalance Too Often, JPM Says
Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.
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.
Asset Allocation
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.