Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
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
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
This case study explains how our Pension Solutions & Advisory team meets our client���s objectives throughout the pension lifecycle
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.