Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
2011 estimates and the thinking behind the numbers. Executive summary
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
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.