Long-term Capital Market Assumptions 2017 Theme-Credit cycles
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
J.P. Morgan Asset Management alternative investment solutions custom designed to help investors achieve real returns and add diversification to portfolios, with strategies spanning real assets, private equity/credit, liquid alternatives and hedge funds.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
What investors should consider
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure