Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
J.P. Morgan Cashflow Driven Investment Strategy
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
The performance of the US dollar significantly diverged from relative rate spreads
The potential political, macro and credit risks insurers may want to address in 2019.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.