Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
JP Morgan Asset Management 2019 Long-Term Capital Market Assumptions
Michael Cembalest's timely commentary offers views on the economy, markets and investment portfolios.
JP Morgan's 2019 Long-Term Capital Market Assumptions abbreviated version of the full white paper
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
What should investors be thinking about as climate change, corporate governance, and technology disruption change the world we live in?
How can you set up a strategic framework for alternative asset allocation in 2019? Our team shares its views on late cycle asset allocation challenges.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
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.
Historically, an inverted yield curve has been a useful indicator of recessions. However, quantitative easing may have distorted that signal.