Andrew P. VanWazer, CFA®
Executive Director, Head of U.S. Portfolio Construction Strategy
Latest articles
Markets
J.P. Morgan’s 2026 Long-Term Capital Market Assumptions: Navigating change, finding opportunity
J.P. Morgan’s Long-Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.By Andrew P. VanWazer, CFA®|3 minMarkets
Beyond bonds: How to protect against inflation-led shocks
Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are two other strategies to consider.By Andrew P. VanWazer, CFA®Investing
Are you ready to embrace the potential of global equities?
With the staying power of U.S. market exceptionalism in question recently, it may be a good time to revisit potential global equity stratgies. Read more here.By Andrew P. VanWazer, CFA®|8 min