Navigating the tumultuous road ahead…
This selection of timely and applicable insights provides investors with crucial information about the direction of global economies and markets in the months ahead. As allocators look towards the end of 2023, what can they expect from various asset classes given the ongoing geopolitical tensions around the world and the higher-for-longer interest rate environment?
What is the most likely scenario for allocators going into 2024? This paper argues that recession is not on the cards.
One of the key points of this report is that emerging markets continue to look appealing, as macroeconomics remain solid compared to developed markets.
Bond investors are facing an unprecedented environment. Here are the key developments allocators in this space should expect going forward.
For compliance reasons, this paper is only accessible in certain geographies
Are Americans ready for retirement? Higher-income workers likely participate in a well-designed workplace plan, which brightens their retirement outlook.
For compliance reasons, this paper is only accessible in the EMEA region
As the fall chill starts to settle in, the question for investors is whether the investment climate will likewise begin to turn bleak.
The most important update in real estate capital market conditions over the past few months is early signals that transaction activity is thawing.
Looking ahead, markets are pricing in no additional U.S. rate hikes, plus cuts of more than 100 basis points in 2024. This could be a positive development for asset prices.
Oil markets may face significant undersupply in Q4 this year. This can cause the global economy to slowdown, bring the risk of recession back on the agenda.
Equity valuations in the U.S. seem extended despite no earnings growth, while rest of world looks more supportive.
This report argues that the current environment of fixed income products provides fertile ground for active management to provide value to investors.
JPM GUIDES TO MARKETS
The latest Guides to Markets from JP Morgan, covering the entire global economy, provide investors with key information about the future path of markets.