J.P. Morgan 2019 LTCMA Fixed Income Assumptions
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
An already accommodative European Central Bank (ECB) surprised markets with an even more dovish stance at its 7 March meeting—positive news for European credit.
Market volatility returned in October. The S&P 500 moved up or down by more than 1% in a single day on ten occasions last month ��� two more times than in the whole of 2017.
US Economy Health Check chart book
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
2019 Long-Term Capital Market Assumptions Executive Summary Inforgraphic
LTCMA 2019 infographic illustrating key factors driving past recessions and what future recessions will look like
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?