海外研报
筛选
The Importance of Asset Allocation
Asset Allocation is key▪ Diversification, described as "the only free lunch in investing", aims to reduce overall portfolio risk by allocating investments across asset
海外研报
2024年09月03日
Equity Strategy
See the end pages of this presentation for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年09月03日
Intel considering strategic options -potential impact
Over the weekend, press articles indicated that Intel is exploring strategic optionsto turn around its business, including scrapping some factories, selling assets aswell as potentially splitting or spinning-ofits Foundry and product/design teams.In
海外研报
2024年09月03日
Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日
Market Review & Outlook
Review – A roller-coaster rideIn August, markets experienced a roller-coaster ride. The Fed had
海外研报
2024年09月03日
KEY EVENTS IN THE MONTH AHEAD
After the turmoil at the start of August risk appetite rebounded sharply and we start September with the dollar at weaker levels – the DXY index fell by 2.3% in August as
海外研报
2024年09月03日
More headwinds than tailwinds
Rates: Bunds should face more headwinds than tailwinds over the coming dayswith month-end support out of the way, markets bracing for more supply and the
海外研报
2024年09月03日
ETFs – A New Landscape
Many 'new' ETF products allow more investors to gain exposure to alternative portfolios diversifiers as they shift away from pure 60/40 equity/bond strategies.
海外研报
2024年09月03日
Global FX Positioning: A Reduction in Short USD Positions
In the week ending Friday, August 30, options pricing data indicate that investors added long USD (DXY) positions, and increased short EUR and GBP positions. In the
海外研报
2024年09月03日
Fixed Income Weekly Back to reality
September is about to begin with a series of key data that will enable the market to finetune its rate cut pricing. As central banks aim to ease their monetary policy stance preemptively, there is no reason to rush
海外研报
2024年09月03日
