Investors were disappointedInvestors were disappointed that trade tensions re-escalated and the Fed viewed their actions as a “mid-cycle adjustment".
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.
Time-tested projections for resilient portfolios
Start the week off right with this one-page snapshot of headlines and market performance.
Cyclically lower, structurally unchanged
A broad overview of our 2017 Long-Term Capital Market Assumptions
Expected returns and correlations of asset classes.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.