EU Referendum
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Eye on the Market 2016 Outlook - Planet of the Aches
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
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Eye on the Market 2016 Outlook - Key Topics
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.
What if we live in a low-return world? Implications for pension funds
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Designing a liability driven investment (LDI) strategy
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Why we’re in the early innings of a secular bull market
The S&P 500 could hit 10,000 by the mid-2030s
Favorable global cycle and USD outlooks create a positive environment
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
Waiting on the world to change
David Kelly, the Fed, interest rates
Opportunities in public and private equity in China
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.