The 60/40 Asset Allocation Has Two Problems ��� The ���60��� and the ���40���
Transient market volatility has the potential to be thrilling, especially on the heels of low volatility spells like those in the not-too-distant past.
An Opportune Time to Build Your Strategic Allocation
Incorporating Environmental, Social & Governance
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
Factor investing through the cycle
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
Learn more about J.P. Morgan’s target date funds designed to improve retirement outcomes