Results for “T. Morgan Dixon”

…s of genocide, I am familiar with the horrors of evil. I have also been a student of human nature, trained as a scientist. These experiences have propelled me to study the causes of evil, attempt to make some progress in explaining it to myself, and hopefully to you. There is a g...

Seoul Branch; in India by Morgan Stanley India Company Private Limited; in Indonesia by PT. Morgan Stanley Sekuritas Indonesia; in Canada by Morgan Stanley Canada Limited

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] J.P Morgan Global Economic Outlook Summary Real GDP % over a year ago Real GDP % over previous period, saar Consumer prices % over a year ago 2011 2012 2013 1...

…could benefit as a first mover and if the stock price reacts favorably, we could see other alternative peers follow suit. Apollo in our view may stand to benefit the most from conver- sion with the best risk reward skew in our analysis using a SOTP framework. Why? Similar to AR...

Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end The third concern: Germany as paymaste...

…ible to assess: the ability of Southern Europe to withstand rising social and political pressures of massive unemployment. Also: watch out for France, where there is a large, growing economic gap vs. Germany, and where its President is resisting German demands for centralized bud...

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan [email protected] 09 November 2012 Interest rates Current Dec-12 Mar-13 Jun-13 Sep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2...

…ht of possible tax reform. Absent that and even before this became so topical, this is the thing we@e been thinking about. And the overarching question is, can public traded partnerships attract the breadth of shareholder base to support an appropriate valuation notwithstanding s...

…cenario to illustrate where we think mul- tiples go and where the stocks can trade over the near term if the alts convert. Our upside scenario implies an average share price increase of 13% across the group. e First we fully tax effect the performance fee earnings. Under a C-co...

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...

…or recoveries. While 2.25% is a barn-burner compared to Europe, it only corresponds to a modest improvement in employment. That’s why 2013 US fiscal policy is so important: this is not a recovery that can withstand much tighter fiscal conditions. So, how tight is US fiscal polic...

on mo Mark Landler and David E. Germany, Japan, the United Sanger, “Trump Speaks with States and the United Kingdom Taiwan's Leader, an Affront 0 depreciate the US dollar in to China,” New York Times, relation to the Japanese yen December 2, 2016. and German Deutsche Mark by...

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Global Economic Outlook Summary Real GDP Real GDP % over a year ago % over previous period, saar 2011 2012 2013 2014 3Q12)— 4Q 12 1013 2013 3013 The Americas United Sta...

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View JP Morgan [email protected] 28 March 2013 Interest rates Current Jun-13 Sep-13 Dec-13 Mar-14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2...