Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Global markets and multi-asset portfolios
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
What to expect in the next 15 years.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions