Armageddonists and the portfolio cost of fear, 2010-2019
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
An update from the front lines of the Trade War, with a focus on implications for investors.