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
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
DC plans should consider adding multi-asset credit strategies to their default strategies
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
An Opportune Time to Build Your Strategic Allocation