This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Environmental, Social and Governance (ESG) in Emerging Markets
Investors are concerned about the deterioration of corporate debt quality.
The yield curve inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.
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
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%*.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.