Despite the exit of some major firms, asset managers representing $4.6 trillion say they remain committed to the initiative.
JPM’s Cembalest gives prophecy a try in a tribute to the late market sage.
Roger Sayler is retiring after nine years with the Episcopal Church’s investment manager.
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.
The bond and futures markets believe the central bank’s tightening will about-face—a bad call, the strategist contends.
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.
Monetary easing will harm economic growth, David Kelly warns.