Why we’re in the early innings of a secular bull market
The S&P 500 could hit 10,000 by the mid-2030s
Search Result
Results for:
Refine by:
Category
Format
Topic
Asset Class
Date
Designing a liability driven investment (LDI) strategy
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Opportunities in public and private equity in China
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
EU Referendum
What investors should consider
What if we live in a low-return world? Implications for pension funds
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Favorable global cycle and USD outlooks create a positive environment
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
Waiting on the world to change
David Kelly, the Fed, interest rates