Markets, economy, stocks, growth, global, fixed income, international, asset classes
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
Listen to previous series on a variety of investment topics, asset classes and current themes
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.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.