Environmental, Social and Governance (ESG) in Emerging Markets
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
What to expect in the next 15 years.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
A broad overview of our 2017 Long-Term Capital Market Assumptions
Key findings from the Multi-Asset Solutions Strategy Summit