Markets, economy, stocks, growth, global, fixed income, international, asset classes
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
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.
The key political, macro and credit risks that insurers may want to address in 2019.
A summary of the factors driving global markets over the last month.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
The potential political, macro and credit risks insurers may want to address in 2019.