J.P. Morgan 2019 LTCMA Fixed Income Assumptions
J.P. Morgan 2019 LTCMA Volatility Assumptions
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
An Opportune Time to Build Your Strategic Allocation
Time-tested projections for resilient portfolios
As expected, the Federal Reserve raised its target for the federal funds rate to a range of 2.00%-2.25%. The language in its statement and its economic projections was slightly more hawkish than in its June meeting.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
On June 19-20, J.P. Morgan Asset Management hosted our first annual National Healthcare Investment Forum on the theme of “Enterprise Risk Management: Building stronger portfolios in a complex world."