With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
The S&P 500 could hit 10,000 by the mid-2030s
How to enhance portfolio returns while limiting investment costs
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
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
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Building robust Strategic Beta and Alternative Beta portfolios demands skills beyond those needed for the management of traditional passive strategies. That’s where the expertise of our specialist Quantitative Beta Strategies team really proves its worth.