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
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
David Kelly, the Fed, interest rates
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.