After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
Long-Term Capital Market Assumptions currency matrix for the Brazilian Real
This paper, written by Tai Hui, addresses the factor and risk of inflation with the latest U.S. economic data.
After broad-based equity gains in 2019, prices are more demanding. We see solid but unspectacular profits growth this year. Technology winners march on and we think financials, selected industrials, Europe and emerging markets offer relative appeal.
Start the week by reading J.P Morgan Asset Management's one-page snapshot of headlines and market performance for Asia Pacific countries.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
This paper, written by Dr. Jasslyn Yeo, explains why cyclical tailwinds support a positive stance for Asia ex-Japan equities this year, and why persisting secular headwinds mean that the investment case for Asia ex-Japan growth stocks remains strong.