Nearly 80% of Plan Participants Worry About Securing Lifetime Retirement IncomeNEW YORK, July 24, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today released its 2024 Defined Contribution (DC) Plan Participant Survey, shedding light on the dynamic changes in retirement savings and the evolving expectations of plan participants. The survey reveals a notable shift, with participants increasingly seeking robust retirement income support and enhanced resources for financial wellness and education. This yea ...

- Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth - NEW YORK, July 24, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced the appointment of Josh Myerberg as Managing Director and Head of Portfolio Strategy for Core and Core Plus Real Estate Americas investment platforms. This strategic hire underscores the firm's commitment to expanding its flagship real estate business, which boasts a 60-year legacy of equity and debt fund capabilities. Myerberg ...

文章核心观点 - 战争导致基础设施遭受严重破坏,但也带来了重建的机遇 [1][2][3] - 多家欧美公司已表示愿意参与乌克兰和以色列的重建项目,这些项目多由政府出资 [2][3] - 预计乌克兰重建需要4860亿美元,以色列重建成本尚未完全确定 [3] 公司总结 雀巢(Nestle) - 雀巢计划在乌克兰西部投资4270万美元建设新生产设施 [5][7] - 雀巢希望利用战后乌克兰较低的生活水平和劳动力成本,提高在该地区的产品竞争力 [6][7] - 雀巢的重建投资将为乌克兰经济复苏提供新的就业机会 [7] 摩根大通(JPMorgan Chase) - 摩根大通与贝莱德共同制定了乌克兰战后重建的计划,包括在基辅设立重建银行 [9][10] - 摩根大通和贝莱德已募集到近5亿美元的重建资金,未来可能达到10亿美元 [10] - 摩根大通将从提供重建贷款中获得收益,这将成为其新的利润来源 [10][11] 联合利华(Unilever) - 联合利华宣布在基辅地区投资2000万欧元建设新生产设施 [13][14] - 该项目预计于2024年投产,将有助于联合利华在东欧市场的业务拓展 [14] - 联合利华的投资将为乌克兰经济注入资金和就业机会,但前提是战争和平结束 [15]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

The JPMorgan Chase CEO had some words of caution, despite the market's recent optimism.JPMorgan Chase (JPM 1.52%) recently kicked off earnings season for the big U.S. banks, and for the most part, the numbers looked strong. The megabank beat analyst expectations on both the top and bottom lines. Earnings and revenue grew by 25% and 20%, respectively, year over year, and investment-banking revenue jumped by more than 50%.While the earnings results generally looked strong, it's important to note that CEO Jami ...

JPMorgan CEO Jamie Dimon is a huge believer in artificial intelligence's impact on the workforce.The CEO recently told LinkedIn that his company has around 2,000 people focused on AI."My guess is that number is going to be 5,000 in a couple of years," he said. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address ...

Walmart trailers sit in storage at a Walmart Distribution Center in Hurricane, Utah on May 30, 2024.Dividend-paying stocks can enhance investors' portfolio returns and provide certainty in shaky markets.Investors can track Wall Street analysts' ratings to select stocks of dividend-paying companies that have attractive growth prospects, which could boost earnings and cash flows to support higher dividends.Here are three attractive dividend stocks, according to Wall Street's top experts on TipRanks, a platfor ...

公司业绩概述 - 摩根大通(JPM.US)发布2024年二季度业绩报告，营收和利润均超预期，但净息差及不良率不及预期[3] 财务数据分析 - 营业收入同比增长21.5%，优于彭博一致预期的8.9%[4] - 净利息收入增长4.4%，弱于彭博一致预期的4.7%[4] - 非息收入同比增长40.6%，优于彭博一致预期的24.1%[4] - 成本收入比同比下降3个百分点至47%，优于彭博一致预期的51.6%[4] - 归属于普通股股东的净利润同比增长26.5%，优于彭博一致预期的-0.4%[4] 业务板块表现 - 消费社区银行业务收入同比增长2.7%，弱于彭博一致预期的3.0%[4] - 企业投行业务收入同比变化+172.2%，优于彭博一致预期的5.4%，受到低基数影响[4] - 商业银行业务收入同比增长8.5%，优于彭博一致预期的-11.4%[4] - 资产及财富管理业务收入同比增长6.3%，优于彭博一致预期的4.6%[4] 资产与负债情况 - 存款同比增长不及预期，为-0.1%，低于彭博一致预期的+1.2%；贷款同比增长略超出预期，为+1.6%，高于彭博一致预期的+1.3%[4] - 净息差(NIM)环比下降9个基点至2.62%，低于彭博一致预期的2.65%[4] 风险管理与资本充足率 - 计提减值损失总额为30.52亿美元，弱于彭博一致预期的28.99亿美元[4] - 不良贷款率环比上升4个基点至0.59%，高于彭博一致预期的0.58%[4] - 核心一级资本(CET1)充足率同比增加1.5个百分点至15.3%，优于彭博一致预期的13.8%[4] - 资产回报率(ROA)同比增加0.3个百分点至1.79%，优于彭博一致预期的1.51%[4] - 股本回报率(ROE)同比增加3个百分点至23.00%，优于彭博一致预期的20.0%[4] - 有形普通股权益回报率(ROTCE)同比增加3个百分点至28.0%，优于彭博一致预期的25.0%[4] 市场展望 - 公司继续对潜在的尾部风险保持警惕，地缘政治局势复杂，可能是二战以来潜在最危险的，尽管对全球经济的结果和影响依然未知[4] - 通胀压力来源多样，包括财政赤字、基建需求、贸易结构调整和世界的再军事化[4] - 量化紧缩的影响仍不确定[4]

文章核心观点 - JPMorgan (JPM) 计划扩大其在美国消费者存款市场的份额，目标达到15%，目前占有11.3%的市场份额[1] 公司战略与市场扩张 - 公司计划通过持续投资基础设施和数据现代化，利用人工智能、支付和其他业务策略，以增强竞争力并维持其领导地位[5] - 公司计划通过开设新分支机构和翻新现有地点来增强其存款业务，预计到2027年将开设超过500个新分支机构，并翻新约1,700个现有地点[6] 财务数据与市场表现 - 截至2024年3月31日，JPMorgan的美国存款总额为1.97万亿美元，总存款（包括非美国存款）为2.43万亿美元，而其主要竞争对手Bank of America的总存款为1.95万亿美元[3] - 公司的存款增长部分归因于2023年5月对First Republic的收购，增加了920亿美元[4] 投资与合作 - 公司通过机会性收购来扩大业务，例如在2023年增加了在巴西C6 Bank的股份，并与Cleareye.ai等金融科技公司形成战略联盟[7] - 公司的股票在过去一年中上涨了40.9%[7]

文章核心观点 - JPMorgan Chase CEO Jamie Dimon警告称,通胀和利率可能会比预期持续更长时间[1][2][3] - 尽管如此,三大美国银行仍然发布了良好的季度业绩[6] 行业总结 - 通胀在6月首次放缓,这给美联储主席鲍威尔降息带来希望[3][4][5] - 但Dimon表示,大量财政赤字、基础设施需求和贸易重组等因素可能导致通胀和利率高于市场预期[2] - 尽管如此,JPMorgan、Wells Fargo和花旗集团等大型银行仍然超出了第二季度的利润和收入预期[6][11][13] - JPMorgan第二季度收入增长20%至509.9亿美元,超过预期[8] - Wells Fargo第二季度收益和收入也超出预期[12] - 花旗集团第二季度股票交易收入增长37%,投行收入飙升60%[14] 公司总结 - JPMorgan虽然业绩良好,但Dimon表示公司仍警惕社会经济风险[9][10] - Wells Fargo CEO表示,费用收入的增长抵消了净息差的预期下降[12] - 花旗集团CEO表示,业绩反映了公司战略执行的进展以及业务模式的多元化优势[14] - 花旗集团因2020年未能解决数据问题而被美国监管机构罚款1.36亿美元[15]