We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
This executive summary gives a broad overview of our 2019 Long-Term Capital Market Assumptions.
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
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.
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
J.P. Morgan 2019 LTCMA Alternative Assumptions
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?
Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?