Markets, economy, stocks, growth, global, fixed income, international, asset classes
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
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
David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.