Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
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