This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
The Armageddonists and the price of fame.
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Armageddonists and the portfolio cost of fear, 2010-2019
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.