This month marks the largest monthly funded status decrease since January 2016
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
The cost of capital in China's changing markets
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.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting. This has also been reflected in the cash bond market, where yields out to the 6-month maturity
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.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.