What investors should consider
David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
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
Emerging market equity: If you wait for certainty, you miss opportunity
This paper examines the recovery progress seen in European markets since the start of 2015.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Executive summary of JPM's long-term capital market return assumptions