A summary of the factors driving global markets over the last month.
The S&P 500 could hit 10,000 by the mid-2030s
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.