China’s economic revolution continues to be one of the defining stories of the 21st century.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
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
What investors should consider
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.
David Kelly, the Fed, interest rates
Learn about J.P. Morgan Asset Management's broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market caps & regions.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.