Investors are concerned about the deterioration of corporate debt quality.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Global markets and multi-asset portfolios
Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determining which stocks to overweight. 2018 has been a good year for momentum stocks, which are up an impressive 11.4%*.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.