Markets, economy, stocks, growth, global, fixed income, international, asset classes
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
What investors should consider
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
A summary of the factors driving global markets over the last month.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.