The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Currency movements based onbrexit's outcome.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Armageddonists and the portfolio cost of fear, 2010-2019
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.