China’s economic revolution continues to be one of the defining stories of the 21st century.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
How to enhance portfolio returns while limiting investment costs
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
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.
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i
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