Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
Market sentiment towards the Chinese currency has shifted significantly
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.