Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.