Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
The team applies its own deep proprietary research to J.P Morgan's world-class platform to design and manage portfolios that invest globally across asset classes.
Armageddonists and the portfolio cost of fear, 2010-2019
Why consider increasing your alternatives allocation?
Global markets and multi-asset portfolios
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
A weekly review of global markets and multi-asset portfolios