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Search resuls for: "JPMorgan Asset"


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☆ Watch CNBC's full interview with Georgetown's Paul McCulley and JPMorgan's David Kelly
  + stars: | 2022-12-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Georgetown's Paul McCulley and JPMorgan's David KellyPaul McCulley, former PIMCO chief economist, and David Kelly, JPMorgan Asset Management chief global strategist, join 'Squawk on the Street' to discuss whether the Fed's likely to go too far with interest rate hikes, how investors should position for the long-run and more.
☆ There's no reason for the Fed to incite recession to curb inflation, says JPMorgan's David Kelly
  + stars: | 2022-12-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no reason for the Fed to incite recession to curb inflation, says JPMorgan's David KellyPaul McCulley, former PIMCO chief economist, and David Kelly, JPMorgan Asset Management chief global strategist, join 'Squawk on the Street' to discuss inflation and whether the Fed's going to go too far with interest hikes, how investors should position for the long-run and more.
☆ Stocks, bonds fall as BOJ's surprise policy shift spooks investors
  + stars: | 2022-12-20 | by ( Nell Mackenzie | ) www.reuters.com   time to read: +3 min
The Bank of Japan (BOJ) widened the allowable band for long-term yields to 50 basis points either side of its 0% target, from 25 basis points previously. European stock markets hit six-week lows, with the German (.GDAXI) and French benchmark indices (.FCHI) falling by as much as 1%, while London's FTSE 100 (.FTSE) lost as much as 0.8%. Japanese 10-year government bond yields surged to their highest since 2014, with euro zone yields following suit. The policy decision caused an immediate spike in the yen with the dollar index dropping 0.80% to 103.95, a six-month low. Credit Suisse on Monday upgraded its outlook from neutral to outperform for China's stock markets in the year ahead.
☆ Earnings estimates, credit spreads are not accurate, says JPMorgan's Gabriela Santos
  + stars: | 2022-12-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings estimates, credit spreads are not accurate, says JPMorgan's Gabriela SantosGabriela Santos, global market strategist at JPMorgan Asset Management, joins CNBC's 'Squawk Box' to discuss the Federal Reserve's latest interest rate decision and its impact on markets.
☆ JPMorgan is continuing its push into fintech with a deal to partner with buzzy treasury startup Trovata
  + stars: | 2022-12-13 | by ( Callum Burroughs | ) www.businessinsider.com   time to read: +2 min
Trovata, a cash management fintech startup, has partnered with JPMorgan Asset Management. JPMorgan has continued its push into fintech with a partnership with US cash management startup Trovata. California-based Trovata, which was founded in 2016, has been repeatedly backed by JPMorgan and has raised $57.6 million from investors to date. The startup offers cash management services to companies through an API. The tie-up will see Trovata host Morgan Money, JPMorgan's trading and risk management infrastructure, on its platform.
☆ Premarket stocks: Betting on a market bounce? You may be waiting a while
  + stars: | 2022-12-12 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
New York CNN —‘Tis the season for Wall Street strategists to pack their clients’ inboxes with market predictions for 2023. Market analysts aren’t alone. “US equity returns will be driven by earnings against a backdrop characterized by elevated market volatility,” write JPMorgan analysts. The effort was initially touted as a “Big Bang 2.0” — a nod to the rapid deregulation of UK financial markets under former Prime Minister Margaret Thatcher in 1986. The changes are a bid to maintain London’s role as a global financial hub after Brexit, which, alongside political turmoil, has boosted uncertainty for companies thinking about where to invest.
☆ The US is heading for a 'swamp' recession which could mire the economy in a disappointing and slow recovery
  + stars: | 2022-12-10 | by ( Madison Hoff | ) www.businessinsider.com   time to read: +8 min
Kelly told Insider the recovery may be considered "tepid" given it will be a "mild improvement in things." David Kelly, chief global strategist for JPMorgan Asset Management, called it a "'swamp' recession" in a note, suggesting the "economy would likely struggle to get out of" what is potentially a mild recession. It's like standing on the edge of a swamp," Kelly told Insider. "The problem this time around is two-fold," Kelly told Insider. In short, Kelly told Insider that a modest recovery from a shallow recession could be viewed as "tepid" as it will be a "mild improvement in things."
☆ Here are the 4 smartest places to put your money in 2023 after a nightmarish year, according to a fund manager at JPMorgan's $2.3 trillion asset management arm
  + stars: | 2022-12-08 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
Portfolio manager Phil Camporeale of JPMorgan Asset Management sees a recession coming. One of the ugliest years on record for stocks and bonds has been unforgiving for the $3.4 billion JPMorgan Global Allocation Fund (GAOSX) that Camporeale co-manages. Risk-on bets stemmed from a belief that foreign stocks would roar back as the global economy reopened and interest rates rose. Heading into 2023, the global economy is on the brink of a recession and inflation remains an issue. What to expect in 2023 — and where to investInvestors should count on a mild recession next year as growth weakens while interest rates spike, Camporeale said.
☆ Investors should be underweight equities and high-yield credit, says JPMorgan's Gabriela Santos
  + stars: | 2022-12-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be underweight equities and high-yield credit, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins CNBC's 'Squawk Box' to break down her market outlook ahead of the open.
☆ JPMorgan's Gabriela Santos breaks down potential investment strategies for 2023
  + stars: | 2022-12-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's Gabriela Santos breaks down potential investment strategies for 2023Gabriela Santos, JPMorgan Asset Management global market strategist, joins CNBC's 'Squawk Box' to break down her market outlook ahead of the open. Santos also lays out her forecast for a potential U.S. recession in 2023 and what investors can do to prepare.
☆ Friday's jobs report showed some 'fraying around the margins,' says LinkedIn's Kimbrough
  + stars: | 2022-12-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFriday's jobs report showed some 'fraying around the margins,' says LinkedIn's KimbroughJack Manley, JPMorgan Asset Management, and Karin Kimbrough, LinkedIn chief economist, join 'Closing Bell' to discuss their take on Friday's jobs report, how the report will ultimately impact the markets and more.
☆ US stocks finish mixed amid fears of more Fed hawkishness after hot jobs report
  + stars: | 2022-12-02 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The Dow reversed higher as the Fed is still largely expected to slow its pace of rate hikes. But the hot jobs data could push the Fed to tack on more rate hikes in early 2023, some analysts say. JPMorgan Asset Management chief strategist David Kelly said the jobs report was likely distorted, and there's still plenty of room for the Fed to taper rate hikes and pause in 2023. Principal Asset Management chief strategist Seema Shah said the jobs report could push the Fed to raise rates above 5%. "This report doesn't mean the risks of the Fed raising rates to 6% are back on the table.
☆ JPMorgan says 60/40 portfolio has best return environment in a decade
  + stars: | 2022-11-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan says 60/40 portfolio has best return environment in a decadeSylvia Sheng of JPMorgan Asset Management said the downturn in markets this year has slashed valuations, making them more attractive for long-term investors.
☆ Analysis: Investors warm to European corporate bonds after a brutal year
  + stars: | 2022-11-23 | by ( Harry Robertson | ) www.reuters.com   time to read: +4 min
A net $3.62 billion flowed into BlackRock's exchange-traded products which track investment grade European corporate debt in the 30 days to November 17. This has buoyed government bond prices, pushing their yields down, and boosted riskier assets such as corporate bonds and stocks. The iBoxx euro corporate bond index (.IBBEU003D) has risen almost 4% since hitting an eight-year low in October, although it remains down 13% for the year. Goldman Sachs strategists recently told clients that one- to five-year European corporate bonds are "very attractive". They said they're more appealingly priced than U.S. corporate debt, with many investors overly pessimistic about the outlook for Europe's economy.
☆ This is the worst fixed-income year in the history of bonds, says JP Morgan's Phil Camporeale
  + stars: | 2022-11-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is the worst fixed-income year in the history of bonds, says JP Morgan's Phil CamporealeLiz Ann Sonders, Charles Schwab chief investment strategist, and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Squawk on the Street' to discuss assessing the terminal rate, fixed income versus equities, and financial conditions in 2023.
☆ Watch CNBC's full interview with Charles Schwab's Liz Ann Sonders and JP Morgan's Phil Camporeale
  + stars: | 2022-11-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Charles Schwab's Liz Ann Sonders and JP Morgan's Phil CamporealeLiz Ann Sonders, Charles Schwab chief investment strategist, and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Squawk on the Street' to discuss assessing the terminal rate, fixed income versus equities, and financial conditions in 2023.
☆ The Fed has done long-term damage to the appeal of real estate as a financial asset, says the strategy chief at JPMorgan's asset management arm. He explains how this could also tip the economy closer
  + stars: | 2022-11-22 | by ( Marley Jay | ) www.businessinsider.com   time to read: +3 min
The housing market has cooled off in a hurry as mortgage rates hit new highs. The housing market has gone from white-hot to cooling fast, and it's not coming back any time soon. "The first genuine relief on mortgage rates may have to wait for the end of 2023 when the Fed may begin to take back some of its rate hikes," he said. Adding to the complications, the spread between Treasury bond rates and mortgage rates has increased, which creates another tiny barrier to affordability. That means even when sales have slowed further, it's not necessarily going to be easy to find bargains in the housing market.
☆ Stocks could fall by up to 10% in the short term and the big question facing investors in 2023 is how bad earnings will be, says JPMorgan strategist
  + stars: | 2022-11-21 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +3 min
Stocks look vulnerable to a short-term decline of up to 10%, a JPMorgan Asset Management strategist told Bloomberg. I don't really think it has legs," said global market strategist Jack Manley. I don't think it has a whole lot to stand on," Jack Manley, global market strategist at JPMorgan Asset Management, said in a Bloomberg TV interview. The S&P 500 has cut down its year-to-date loss but remains lower by 17%. For the fourth quarter of 2022, analysts cut per-share earning estimates for S&P 500 companies by 3.3% in aggregate during October, according to FactSet.
☆ How to play the bond market ahead of a recession, with JPMorgan's Bob Michele
  + stars: | 2022-11-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow to play the bond market ahead of a recession, with JPMorgan's Bob MicheleBob Michele, JPMorgan Asset Management global head, joins 'Closing Bell' to discuss raising the Fed funds rate above inflation, the cumulative and lag effects of monetary policy and where to look for high quality bond investments.
☆ There are signs of improvement on inflation, says JPMorgan's Meera Pandit
  + stars: | 2022-11-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are signs of improvement on inflation, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss potential signs that inflation could be on the decline.
☆ British government to usher in new era of austerity in effort to restore market confidence
  + stars: | 2022-11-15 | by ( Elliot Smith | ) www.cnbc.com   time to read: +6 min
We're going to see spending cuts," Hunt told the BBC on Sunday, while also promising the government would deliver a new and more focused plan to help with household energy bills beyond April. First, an increase in council tax with local authorities allowed to raise the level of council tax above 3% without a referendum," Raja said. "And second, an increase in both the duration and scale of the windfall tax on oil and gas 'excess profits'." Spending cuts, again executed via "stealth," could take the form of "nominal cash freezes to departmental budgets," Raja said, with spending budgets topped up minimally going forward. "If he wants to reassure the markets, he will have to announce early action in the form of a big fiscal tightening.
☆ Sterling, Big Oil and homebuilders: the winners and losers from upcoming UK budget
  + stars: | 2022-11-15 | by ( Amanda Cooper Samuel Indyk Harry Robertson | Amanda Cooper | Samuel Indyk | ) www.reuters.com   time to read: +5 min
LONDON, Nov 15 (Reuters) - The moment of truth is almost here for Britain's new prime minister Rishi Sunak and finance minister Jeremy Hunt. British markets have regained some poise after the carnage triggered by September's fiscal statement, but as the UK slips into recession, the outlook is far from rosy. Here's a look at some of the likely winners and losers from Thursday's budget. "Domestic UK equities are being treated with caution by investors both domestically and internationally," he said. snapshotA CRUDE TARGETEnergy companies have reported bumper profits this year, thanks to soaring crude oil and gas prices.
☆ JPMorgan predicts the best long-term 60/40 portfolio returns in more than a decade
  + stars: | 2022-11-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +1 min
There are good times ahead for the beleaguered 60/40 portfolio, according to a new report from JPMorgan. The 60/40 strategy, known as a balanced portfolio, has had a terrible year amid falling bond prices and stock market volatility. One measure of the portfolio's performance is the iShares Core Growth Allocation ETF , which has a target fixed allocation of 60/40. While inflation is still running hot, the firm expects it to subside over the next two years to reach 2.6%. "Margins will likely recede from today's levels but not reverse completely to their long-term average, and valuations present an attractive entry point," Bilton said.
☆ UK Finance Minister Hunt faces difficult call between economics and politics: JPMorgan's Gimber
  + stars: | 2022-11-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUK Finance Minister Hunt faces difficult call between economics and politics: JPMorgan's GimberHugh Gimber, global market strategist at JPMorgan Asset Management, reacts to the U.K.'s third-quarter GDP contraction and discusses the outlook for monetary and fiscal policy in the country and around the world.
☆ Interest rate hikes by U.S. Fed unlikely to end anytime soon, says JPMorgan
  + stars: | 2022-11-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rate hikes by U.S. Fed unlikely to end anytime soon, says JPMorganAlexander Treves of JPMorgan Asset Management says some clarity on the endpoint "would be welcome" but he doesn't think "we're anywhere near that at the moment" as inflation remains persistent.
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