Eye on the Market: The Verdict
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
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.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.