Public Pension Newsletter for website
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
An interview with Jeff Geller on HF investing within a multi asset portfolio.
Global markets and multi-asset portfolios
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
Plan sponsors can put these five steps in place to help participants successfully navigate the path to retirement security.
Learn more about J.P. Morgan’s target date funds designed to improve retirement outcomes
A weekly review of global markets and multi-asset portfolios