Q&A with Nick Grace

Q&A with Nick Grace

🕔19:30, 31.Jul 2019

Investment Insights  20 years of investing in developing economies Principal investment officer for the Capital Group New World strategy, Nick Grace, reflects on the changing landscape of emerging markets and how the strategy is positioned to capture these opportunities. The

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Central Banks are Under Assault

Central Banks are Under Assault

🕔18:51, 31.Jul 2019

Aerial View Magazine Conventional wisdom, supported by nearly a century of economic history, indicates that independent control over monetary policy—insulated from the direct interference and control of political leaders—delivers better economic outcomes. Recently, however, that independence has been threatened, as

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔17:28, 31.Jul 2019

House View Q3 2019   Prepare for the worst, hope for the best The outlook for the global economy has deteriorated over recent months. Despite a somewhat more positive start to the year than expected, with growth in both the United

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Global Perspectives

Global Perspectives

🕔17:09, 31.Jul 2019

Global Perspectives The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go. A recession is inevitable at some point; however, the current market conditions do not suggest

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Our 12-Month Economic & Market Outlook

Our 12-Month Economic & Market Outlook

🕔16:09, 31.Jul 2019

From a trade dispute to a trade war. And back? The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.  In April, the market hoped for a resolution. Instead, the U.S.-Chinese trade dispute has

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Stronger portfolios for turbulent times

Stronger portfolios for turbulent times

🕔14:59, 31.Jul 2019

Mid-year outlook Financial markets have had a turbulent six months. They began 2019 by rebounding strongly from the severe late-2018 sell-off. In May 2019, however, the escalating US-China trade war and renewed slowdown fears caused them to surrender some of

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QMA Q3 2019 Outlook and Review

QMA Q3 2019 Outlook and Review

🕔13:54, 31.Jul 2019

Outlook and Review Central Banks Counter Rising Geopolitical Risk with a Healthy Dose of Liquidity Economic Outlook Global growth conditions are currently among the weakest since the financial crisis, and leading indicators show no signs of a turnaround yet (Chart

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Investment Survival After a Rate Collapse

Investment Survival After a Rate Collapse

🕔12:50, 31.Jul 2019

Quarterly Outlook Fixed Income Overview PGIM Fixed Income  Third Quarter 2019 Outlook Page | 2 While record highs on the major equity indices make for good headlines, the year-to-date returns posted by several fixed income sectors are impressive in

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Central Banks Fuel Markets: Illusion vs Reality

Central Banks Fuel Markets: Illusion vs Reality

🕔11:45, 31.Jul 2019

Cross Asset – Investment Strategy CIO views: The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks

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The signals and the noise

The signals and the noise

🕔10:41, 31.Jul 2019

Following the recent rally, we have dialled down our tactical equity exposure to neutral from positive, in light of market expectations for central bank action and the still-simmering trade war 

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Testing new records

Testing new records

🕔09:37, 31.Jul 2019

Financial markets have been enjoying a record-breaking run of late. The tide that lifted all boats was the new wave of ultra-accommodative monetary policy, at this stage announced but not yet delivered. The conviction that central banks (CBs) will step

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Agri Grains Insights

Agri Grains Insights

🕔08:33, 31.Jul 2019

So far this year, the difference between the highest and the lowest corn price is 24%. For the wheat price this is 22% while for soybeans the gap is 15%. This indicates that the grain markets have witnessed a turbulent

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Why should you own government bonds?

Why should you own government bonds?

🕔07:46, 31.Jul 2019

Mike explains the importance of government bonds in building portfolio resilience and share tips on how to do so. We see raising portfolio resilience as a key theme for investors – not only for this year but over a long

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Market Flash : Central Banks Remain In Focus

Market Flash : Central Banks Remain In Focus

🕔07:26, 31.Jul 2019

Central banks once again remained centre stage. Judging from falls in the euro and European sovereign bond yields, investors were clearly expecting big developments over the week. And yet the ECB meeting raised more questions than answers. True, the ECB

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The Tug-Of-War Between Earnings Per Share And P/Es

The Tug-Of-War Between Earnings Per Share And P/Es

🕔20:00, 30.Jul 2019

A tug-of-war is currently going on in equity markets, between deteriorating earnings fundamentals on one side and expanding valuations—what investors are willing to pay for those earnings—on the other. For the time being, valuations are winning and markets are grinding

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Macro Weekly: “Worse and worse”

Macro Weekly: “Worse and worse”

🕔18:56, 30.Jul 2019

Business confidence in manufacturing falls further, almost everywhere Eurozone heading for stagnation (or worse?) ECB to provide fresh stimulus in September

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Economic Update

Economic Update

🕔17:56, 30.Jul 2019

The first estimate for 2Q19 real GDP growth came in at 2.1%, a little stronger than the consensus expectation of 1.9%. Real government spending, which grew at 5% annualized in the second quarter, and real consumer spending, which grew at

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Climate Progress Dashboard: new emissions pledges fail to change outlook

Climate Progress Dashboard: new emissions pledges fail to change outlook

🕔16:51, 30.Jul 2019

A pick-up in renewable energy capacity moves the dial in the right direction, but this is cancelled out by increased fossil fuel production and continued growth in reserves. 

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We see government bonds retaining their crucial role as portfolio ballast, even after their yields have plunged

We see government bonds retaining their crucial role as portfolio ballast, even after their yields have plunged

🕔15:41, 30.Jul 2019

Raising resilience is one of our three investment themes for the remainder of 2019 and beyond. The ability of a portfolio to withstand a variety of adverse conditions is crucial, particularly in a time of elevated macro uncertainty. Bonds’ role

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Market Insights

🕔14:40, 30.Jul 2019

This is a promotional website and is intended to report solely on investment strategies and opportunities identified by J.P. Morgan Asset Management and as such the views contained herein are not to be taken as advice or a recommendation to

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Value Is Dead, Long Live Value

Value Is Dead, Long Live Value

🕔11:55, 30.Jul 2019

Value has underperformed since the beginning of 2007. Another prolonged period of underperformance for Book-to-Price and Earnings-to-Price happened between 1926 and 1941. This paper offers a theory for the connection between the two periods: they coincide with the central turning

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Growing Valuation Gap For Growth Stocks

Growing Valuation Gap For Growth Stocks

🕔11:03, 30.Jul 2019

Growth stocks continue to grow, value stocks continue to gain value, if this is defined as a discount to the market. This cannot go on forever. But still may for a while.

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On the Minds of Investors

🕔10:25, 30.Jul 2019

On the Minds of Investors – J.P. Morgan Institutional Asset Management Skip Nav close You are about to leave the J.P. Morgan Institutional Asset Management site  Please click below to continue or select the exit option on the right to

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France: the reform momentum stays alive after the Yellow Vest crisis

France: the reform momentum stays alive after the Yellow Vest crisis

🕔09:58, 30.Jul 2019

During the first 18 months of his presidential term, Emmanuel Macron has put through a highly ambitious set of reforms inspired by supply-side economics and the Nordic flexicurity model. While the biggest accomplishments have been in taxation and the job

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Guess who’s driving the muni rally?

Guess who’s driving the muni rally?

🕔08:39, 30.Jul 2019

Municipal bonds have seen record flows in 2019. Martin talks to head of BlackRock’s municipal strategy about some of the reasons why. Martin: Sean, first set the stage for us. Munis have been on a tear this year. What’s behind

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