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.
Investors should consider policies could impact markets and the economy after of the 2020 election.
Investment strategies for a late-cycle environment
The investment outlook for 2019: Late-cycle risks and opportunities
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
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.