J.P. Morgan Insights (video)

Portfolio managers Anne Lester and Maddi Dessner explain the function of J.P. Morgan's Global Multi-Asset Group and why investors may want to consider a basket of inflation sensitive assets to moderate volatility, whether inflation is going up or down.

Anne Lester, Portfolio Manager in J.P. Morgan’s Multi-Asset Group explains why REITs can play multiple roles in a well-diversified portfolio because of their diversification benefits and their sensitivity to rising rates.

Anne Lester, Portfolio Manager in J.P. Morgan’s Multi-Asset Group explains why REITs can play multiple roles in a well-diversified portfolio because of their diversification benefits and their sensitivity to rising rates.

While our trade deficit and other factors are likely to cause the dollar to decline moderately over time, this has the benefit of increasing demand for U.S. goods and services by making exports cheaper.

As part of a long term approach and within a strategic asset allocation, growth in emerging economies presents opportunities, especially in equities, despite inflation concerns in some countries

A diversified income stream, that includes U.S. and especially International equities, may also protect portfolios in a rising rate environment.

Fred Reish, partner at DrinkerBiddle discusses using re-enrollment strategies to improve target date fund adoption

Drinker Biddle & Reath’s Fred Reish discusses the importance of re-enrollment and other strategies to increase participants’ adoption of target date funds and therefore help ensure their retirement savings are well diversified and appropriately managed.

Fred Reish, partner at DrinkerBiddle discusses using re-enrollment strategies to improve target date fund adoption

Fred Reish of Drinker Biddle and Reath's, highlights the importance of re-enrollment for participants and fiduciaries.

Clare Hart, portfolio manager for the JPMorgan Equity Income Fund, explains the factors that drive her decision process around investing in Master Limited Partnerships (MLPs) given the current tax environment and its potential to change.

Given the current rate environment, Anne Lester believes that income is a bigger reason than price appreciation to be invested in high yield bonds today.

If wages and oil prices stay relatively low in the current market environment, we may expect only moderate levels of inflation.

Two years after the technical end of the recession, Paul Quinsee and Dr. David Kelly discuss the causes and implications of continued lack of confidence in the U.S. economy by consumers and investors.

While overseas markets offer sizeable opportunities, being diversified across developed and emerging International markets allows investors to moderate risk and still invest in companies that are exposed to growing economies.