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J.P. Morgan: In the first 100 days of the Trump Administration, as policies begin to take shape, we will be publishing a series of short bulletins entitled "100 days of change," which will analyze the issues one-by-one, outlining the policy change that is most likely to occur and analyzing how it could impact the investment environment.Read more
Each quarter, we hold a live webinar to address questions from clients about our investment views and current strategy. Among other topics, we discussed portfolio performance and our investment discipline, the key underpinnings of our strategic positioning, the performance of alternatives in 2016, and our thoughts on commodity-related investments.Read more
In our year-end investment commentary, we look back at 2016 as well as ahead to 2017. Several trend reversals occurred in 2016 that leave us hopeful the portfolios we manage will outperform in the coming years. Finally, we speak to client concerns regarding our overweight to foreign stocks and how a potential “regime shift” in financial markets and the global economy would impact our positions.Read more
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