As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Emerging market equity: If you wait for certainty, you miss opportunity
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
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.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Executive summary of JPM's long-term capital market return assumptions