The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
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
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Listen to previous series on a variety of investment topics, asset classes and current themes