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There are 65 pages in the Guide to the Markets. However, we believe that the key themes for the quarter can be highlighted by referencing just 10 slides.
Economic & Market Update: Using the Guide to the Markets to explain the investment environment
Source: BEA, FactSet, J.P. Morgan Asset Management.
Source: BLS, FactSet, J.P. Morgan Asset Management.
Source: BLS, FactSet, J.P. Morgan Asset Management.
Source: Compustat, FactSet, Standard & Poor’s, J.P. Morgan Asset Management.
Source: Bloomberg, FactSet, Federal Reserve, J.P. Morgan Asset Management.
Source: J.P. Morgan Economic Research, Standard & Poor’s, J.P. Morgan Asset Management.
Source: Bloomberg, FactSet, J.P. Morgan Asset Management.
Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management.
Source: FactSet, MSCI, Standard & Poor’s, J.P. Morgan Asset Management.
Source: Burgiss, Cliffwater, FactSet, MSCI, PivotalPath, J.P. Morgan Asset Management.