Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
After a dramatic escalation in trade tensions between the U.S. and China early last week, the Chinese yuan depreciated significantly against the U.S. dollar.
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?
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
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
2011 estimates and the thinking behind the numbers. Executive summary
Expected returns and correlations of asset classes.