In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
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
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
2011 estimates and the thinking behind the numbers. Executive summary
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Executive summary of JPM's long-term capital market return assumptions