Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Global markets and multi-asset portfolios
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
LTCMRA Assumptions White Paper US
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of JPM's long-term capital market return assumptions for 2013