Markets, economy, stocks, growth, global, fixed income, international, asset classes
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
In recent years, defined contribution (DC) plans have often found it difficult to focus on investment as they have grappled with a series of legislative and regulatory changes.
Our summer 2019 edition looks at UK pension buy and maintain strategies, the globalisation of real estate holdings and the importance of timing when investing in a volatile, late cycle environment.