U.S. equities posted an upgrade in J.P. Morgan���s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
The Armageddonists and the price of fame.
Armageddonists and the portfolio cost of fear, 2010-2019
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
The opportunity cost of holding bonds is rising. Consider these additional safe haven assets to help protect your portfolio in times of market stress.