Investors depend on our projections to inform their strategic asset allocations. LTCMA are at the core of our approach to building strong portfolios.
Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.
This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.
Weekly Strategy Report is J.P. Morgan's weekly review of global markets and portfolio positioning, to help you develop your portfolio strategy.
Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
Understanding the opportunity in Chinese equities
A sweet spot for the Australian dollar
Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.
Asset class views
As the Western U.S. drought moves towards a megadrought, it's time to start preparing for climate change. Explore how climate-based phenomena may unfold.
Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.
Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
This inaugural paper is a collaboration between APAC Market Insights, Equity Investment Specialists and Product Strategy, and it explores key structural trends that can fundamentally drive the future industry landscape in the new decade. It also focuses on how JPMAM’s equity investment teams leverage their unique insights to identify and capture companies that are well-positioned to participate in these new trends.
Over the past few quarters our forecast that widening trade deficits would weigh on the US dollar has broadly been correct. The prospects for trade-related flows look set to remain a challenge for the dollar. By contrast, the growth outlook for the US economy is bright.
The events of 2020 have altered the economic, policy and investing landscape more profoundly than any other short period of modern history. We now see the economic recovery gaining pace and expect a robust expansion into 2021.
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
LONG-TERM CAPITAL MARKET ASSUMPTIONS
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