Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
What investors should consider
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
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics