Letter From David Remstein

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Welcome to the latest issue of J.P. Morgan’s Investment Analytics & Consulting newsletter, which aims to provide informative and thought-provoking articles on topics relating to portfolio optimization. In this issue, we explore bank loans as an investment class, analyze the mechanics behind TIPS and interest rates, and assess the case for rebalancing portfolios to maintain a strategic allocation.

We welcome your thoughts and suggestions, and hope that this issue provides you with useful information.

David Remstein

David Remstein
Managing Director and Global Executive
J.P. Morgan Investment Analytics & Consulting
david.m.remstein@jpmorgan.com

To view the next article, Bank Loan Portfolios: Value Proposition in the Search for Diversification and Yield , click here.