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Multi-strategy hedge funds are drawing fresh attention as investors reassess traditional 60/40 portfolios amid higher stock–bond correlations. In this second conversation with Blackstone, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Bla…
Payrolls came in lower than expected in the September jobs report, but topline numbers may not tell the whole story. In this episode of Making Sense, Alexa Hanelin of the Rates team sits down with Michael Feroli, J.P. Morgan's chief U.S. economist, to give a read on the print, unearth what's behind…
As Treasury yields stay elevated and spreads remain historically tight, rates appear to be bleeding directly into credit — and investors are increasingly viewing credit through a rates lens. In this episode of Making Sense, Brian Larocca, head of Vida Portfolio Solutions, Americas, joins Benjamin K…
For the first time in three years, the overnight federal funds rate is going up, as the FOMC voted to raise rates at its September meeting. In this episode of Making Sense, Samantha Azzarello, head of content strategy for Global Research, sits down with Michael Feroli, chief U.S. economist at J.P. …
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