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.
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.
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are anxious. This anxiety is not without merit: indeed, economic data over the last two weeks seem to suggest a material slowdown in growth.
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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 recent comments from the Federal Reserve sounding more accommodative and evidence of a positive turn in trade negotiations, it felt as if equity markets were finally set for some relief.
A weekly review of global markets and multi-asset portfolios
Market sentiment towards the Chinese currency has shifted significantly
2011 estimates and the thinking behind the numbers. Executive summary