Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Environmental, Social and Governance (ESG) in Emerging Markets
Despite a challenging economic environment, emerging Asia equities posted solid returns in 2019. This unusual divergence is likely to end this year amid a more upbeat economic outlook for the region.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.