Where can investors find sustainable sources of return?
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What investors should consider
The S&P 500 could hit 10,000 by the mid-2030s
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