Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.
Tag: Jared Gross
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.
Sponsors no longer need to block new workers from defined benefit pensions, as the programs are an advantage, says a study.
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
But that doesn’t mean corporations will reopen closed plans.
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.
The old LDI method of sliding into bonds from stocks is past its prime, a study from the firm says.