Newsmakers
Tech Companies, Not Factories, Are Getting the Capital Spending Dollars Now
New reports shed light on the phenomenon.
Tag: JPMorgan Chase & Co.
Risk
Stop Buying on the Dips, Says Evercore—It’s Not Safe
The market has more to fall, so investing now makes no sense, according to the firm’s technical analyst, Rich Ross.
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.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Asset Allocation
Gold and Bitcoin, Seen as Opposites, Will Become Co-Equals, Says Market Savant
To Peter Boockvar, the two seeming rivals have a lot in common, and will ‘complement’ each other in time.
Asset Allocation
How Stock Investors Can Play the Supply Chain Snarl
JPM has a list of companies it says are holding up and should be ready to rock later.
Alternatives
Whew, Crypto’s Correlation to Stocks Seems to Be Over
Bitcoin has been arm in arm with the S&P 500 for months, raising questions about its use as an alt.
Asset Allocation
Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency
Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Market Moves
Dimon: Minimum Tax on Corporate Proceeds Abroad Is a Very Bad Idea
JPM chief, joined by Citi’s Fraser, says Biden plan will backfire on the US.
Alternatives
Demand for Office Space Shows an Uptick
But it’s still 9% behind its pre-pandemic level. Will this all translate into a rebirth for the office market?
Newsmakers
Dimon Slams Dem Plans to Remove Lid on State, Local Tax Write-Offs
The JPM chief says lifting the cap would only benefit the wealthy, with their huge property levies.
Market Moves
Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well
This noted market pessimist said in January that some shares would thrive, despite a popped bubble.
Asset Management Culture
TIAA Taps Thasunda Brown Duckett as CEO
She will become the first woman to helm the $1.3 trillion financial services giant.