Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Despite a challenging economic environment, emerging Asia equities posted solid returns in 2019. This unusual divergence is likely to end this year amid a more upbeat economic outlook for the region.
Global markets and multi-asset portfolios
The potential political, macro and credit risks insurers may want to address in 2019.
Factor investing through the cycle
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.