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
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
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
David Kelly, the Fed, interest rates
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
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.