The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
The team applies its own deep proprietary research to J.P Morgan's world-class platform to design and manage portfolios that invest globally across asset classes.
Start the week by reading J.P Morgan Asset Management's one-page snapshot of headlines and market performance for Australia.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors
Key findings from the Multi-Asset Solutions Strategy Summit
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.