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.
As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.
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.
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.
Using our 2019 Long-Term Capital Markets Assumptions and our estimate of the average current pension profile, we projected forward the buyout position of the average UK pension scheme.