The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Key findings from the Multi-Asset Solutions Strategy Summit
Start the week off right with this one-page snapshot of headlines and market performance.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Learn more about J.P. Morgan’s target date funds designed to improve retirement outcomes
Learn more about J.P. Morgan’s target date funds utilizing a combination of active and passive strategies.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.