The tug-of-war between trade tensions and easy monetary policy has been evenly balanced so far this year. However, the balance might be shifting as policy shows signs of fatigue and trade war concerns persist despite a Trump Administration decision
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.
Why consider increasing your alternatives allocation?
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.
Global markets and multi-asset portfolios
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A weekly review of global markets and multi-asset portfolios
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.