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Alternative Realities: Shipping's geopolitical hedge
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This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real tim…
Published on 2 months, 2 weeks ago
What's behind muni moves?
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Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expa…
Published on 2 months, 4 weeks ago
Alternative Realities: Growth equity's new frontier
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With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking adva…
Published on 3 months ago
Uncovering Opportunities in Emerging Market Debt
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In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification tren…
Published on 3 months, 2 weeks ago
Alternative Realities: From Europe to Asia: Trends in alternative investments
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Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique …
Published on 3 months, 3 weeks ago
Treasuries, trends and tactics
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In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve fin…
Published on 4 months, 1 week ago
Alternative Realities: Managing market volatility with alternative investments
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It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. A…
Published on 4 months, 2 weeks ago
Equity research insights: Key analyst takeaways & top investor questions
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In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insi…
Published on 4 months, 3 weeks ago
Alternative Realities: The future of private credit investing
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In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Manage…
Published on 5 months ago
Forecasting the future of financials
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Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rat…
Published on 5 months, 1 week ago