Documents tagged "Morgan Private Bank"
Found 5 documents with this tag
HOUSE_OVERSIGHT_031126.txt
The document is an invitation for an exclusive J.P. Morgan Private Bank conference call titled "Post-election insights: The road ahead" on Thursday, November 8 at 4pm EST. The main speaker will be Peter Scher, Head of Corporate Responsibility for JPMorgan Chase and a former U.S. Special Trade Negotiator and Ambassador in the Clinton administrations. He will discuss global implications of election results, impact on regulatory and "fiscal cliff" legislation, and bipartisan cooperation in the new political environment. The call is hosted by John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank. To join the call, participants can dial either a toll-free or international number using a conference ID.
HOUSE_OVERSIGHT_030840.txt
Richard Madigan is the Chief Investment Officer of J.P. Morgan Private Bank. He previously oversaw $16 billion in client assets as CIO of Global Access Portfolios and has been a part of the investment team at the Private Bank since 2004. In his new role, he plans to regularly communicate market views and investment themes with clients through written notes. Madigan references the Talking Heads song "Once in a Lifetime" in reflecting on recent U.S. elections and the outcome across Congress, state governorships, and the presidential popular vote.
HOUSE_OVERSIGHT_030837.txt
The document is an invitation to a J.P. Morgan Private Bank conference call featuring Peter Scher, Head of Corporate Responsibility for JPMorgan Chase. The discussion will focus on the election results and their implications for clients globally. John Duffy, Chief Executive Officer of J.P. Morgan U.S. Private Bank, will host the call. The topics to be covered include global implications of the election results, regulatory and fiscal cliff legislation, and bipartisanship in the new environment. Attendees can listen to the call by dialing 877.804.2965 or 706.902.2073 using conference ID 68693542.
HOUSE_OVERSIGHT_030808.txt
The document discusses the US Balanced portfolio and its allocation across various asset classes such as equities, high yield, leveraged loans, structured credit, emerging market FX, core bonds, inflation, cash, private equity, real estate, and hedge funds. It highlights key factors affecting these allocations like healthy private sector profits, problems left over from the recession, interventions by world's legislatures, treasuries, central banks, and multilateral agencies. The document also compares the situation with ancient Greek gods, stating that we are getting closer to their twilight, a time when they may run out of ammunition or cause more problems. It mentions holding 10-15% less equities than usual at this point in the business cycle and positions for single-digit returns on equities.
HOUSE_OVERSIGHT_025221.txt
The document discusses the US debt ceiling negotiations and how they impact large cap growth stocks and rising corporate profits. The writer compares the current situation to a similar discussion in the 1980s when President Reagan scolded Congressional Republicans for delaying debt ceiling increases, which at that time was only half of what it is today relative to GDP or government revenues. The writer argues that while unconstrained debt growth with no plan to slow it is bad, default is also a very bad idea and suggests that debt limit legislation serves as a way for a democracy to decide whether mega-deficits are in the long-term public interest.