Markets, economy, stocks, growth, global, fixed income, international, asset classes
Emerging Market Equity Views : 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
Shifts in global regulations will alter the insurance industry worldwide. Read more
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Is now the time for de-risking?
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions