Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
Potential impact on U.S. pension funded status of 10-year Treasury yields going to 0%
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
Dr. David Kelly’s Notes on the week ahead - August 12, 2019