Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
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.
Themes and implications from the Global Equities Investors Quarterly
Has a turbulent first half created opportunities in the European high yield (HY) market?
Private equity: A potential source for enhanced returns
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly