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.
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics.
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?
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Investors going into 2020 are facing a very different environment from a year ago. What could the year bring, and where might the opportunities lie?
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
This paper, written by Hannah Anderson, highlights the latest “Phase One” trade deal signed by the U.S. and China and its investment implications.
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.