Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Modestly but steadily lower returns
Is China still the wildcard in domestic equity markets?
Where can investors find sustainable sources of return?
Do we still see promise in emerging market growth?
The S&P 500 could hit 10,000 by the mid-2030s
China’s economic revolution continues to be one of the defining stories of the 21st century.
What are the growth drivers of global e-commerce?
Where is the value in emerging markets equities?