Global Fixed Income Views 3Q 2022
J.P. Morgan Asset Management
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1y ago
Global Fixed Income Views 3Q 2022 Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit ..read more
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Global Equity Views 2Q 2022
J.P. Morgan Asset Management
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1y ago
Emerging Market Debt Quarterly Strategy report Q1 2022 Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class ..read more
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Global Asset Allocation Views 3Q 2022
J.P. Morgan Asset Management
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1y ago
Factor Views 2Q 2022 Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap ..read more
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Guide to Alternatives
J.P. Morgan Asset Management
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1y ago
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more ..read more
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Long-Term Capital Market Assumptions
J.P. Morgan Asset Management
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1y ago
Long-Term Capital Market Assumptions Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide ..read more
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Guide to the Markets
J.P. Morgan Asset Management
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1y ago
Guide to the Markets The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs ..read more
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