Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
The S&P 500 could hit 10,000 by the mid-2030s
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
China���s economic revolution continues to be one of the defining stories of the 21st century.
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
Equity markets experienced welcome respite in January, after a torrid end to 2018.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.