How hedging against rising rates with credit—rather than sovereign bonds—can offer a better trade-off between liability-relative risk and return.
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
David Kelly, the Fed, interest rates
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
Market sentiment towards the Chinese currency has shifted significantly