Markets, economy, stocks, growth, global, fixed income, international, asset classes
The S&P 500 could hit 10,000 by the mid-2030s
Where can investors find sustainable sources of return?
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Where is the value in emerging markets equities?
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
What investors should consider
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
What are the growth drivers of global e-commerce?
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.