Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
On June 19-20, J.P. Morgan Asset Management hosted our first annual National Healthcare Investment Forum on the theme of “Enterprise Risk Management: Building stronger portfolios in a complex world."
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Article examining the economic effects and investment implications of the US fiscal cliff agreement