EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Written by ERISA Strategist Dan Notto, this bulletin discusses insights from our 2019 DC Plan Sponsor Survey
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Investors were disappointedInvestors were disappointed that trade tensions re-escalated and the Fed viewed their actions as a “mid-cycle adjustment".