A summary of the factors driving global markets over the last month.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Pension Pulse Spring 2019
This executive summary gives a broad overview of our 2019 Long-Term Capital Market Assumptions.
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
J.P. Morgan 2019 LTCMA Alternative Assumptions
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?