Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Global markets and multi-asset portfolios
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
A weekly review of global markets and multi-asset portfolios
2011 estimates and the thinking behind the numbers. Executive summary
Expected returns and correlations of asset classes.
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