This paper analyses the Chinese equities market and its investment opportunities.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Emerging Market Equity Views – Favorable global cycle and USD outlooks create a positive environment
This paper provides an update on the performance and outlook of emerging market equities.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
The key political, macro and credit risks that insurers may want to address in 2019.
This paper, written by Chaoping Zhu, highlights the latest Chinese economy with priority of monetary policy and fiscal stimulus and its investment implications.
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.