J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...
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Andrew McMenigall, 47. A senior global equities manager at Scotland’s Aberdeen Asset Management Pic, who was based in Edinburgh. Died July 2 in a traffic accident while participating in a charity bicycle ride across Britain. Toby Wallace, 36. He was a Philadelphia-based senior...
enforceability of existing corporate governance rules and a lack of accountability. They call into question the true independence of the boards of Korean conglomerates and the ability of outside directors to effectively oversee management and protect all shareholders’ interests....
we recommended remaining long equities with cheap hedges. The hedge expires out
after equities collapsed and bond prices rose
we stay underweight US equities and have moved risk from our
after equities collapsed and bond prices rose
we recommended remaining long equities with cheap hedges. The hedge expires out
US equities have displayed a historically unusual tendency to
we recommend staying invested in US equities
we have raised our exposure to equities versus fixed income to a moderate overweight and our new tactical
we recommended remaining long equities overlayed with cheap hedges. The hedge
2. From a panel discussion last week: ° Woo actually disagrees with some people’s view that there is euphoria in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their cl...
Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...
From: Ens, Amanda [ Sent: 11/17/2016 8:55:12 PM To: jeffrey E. [[email protected]]; Richard Kahn nnn Subject: USDJPY testing 110. Buy Japan upside Attachments: image001.png; image002.png; image003.png; image004.jpg; image00S.jpg; image006.jpg; image007.jpg; image008.png; im...