Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors. Trying to predict the final outcome is a fool’s errand.