This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
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It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
Implications from our 2018 Long-Term Capital Market Assumptions
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Learn more about J.P. Morgan’s target date funds utilizing a combination of active and passive strategies.