Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determining which stocks to overweight. 2018 has been a good year for momentum stocks, which are up an impressive 11.4%*.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are to an extent, the volatility seen at the end of 2018 was driven by concerns around the potential for an earnings recession in 2019.
A weekly review of global markets and multi-asset portfolios
Market sentiment towards the Chinese currency has shifted significantly
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.