This paper examines the recovery progress seen in European markets since the start of 2015.
2011 estimates and the thinking behind the numbers. Executive summary
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Executive summary of JPM's long-term capital market return assumptions
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
After broad-based equity gains in 2019, prices are more demanding. We see solid but unspectacular profits growth this year. Technology winners march on and we think financials, selected industrials, Europe and emerging markets offer relative appeal.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.