Why central banks are running out of ammo

Why central banks are running out of ammo

🕔18:26, 3.Sep 2019

Elga discusses how conventional and unconventional monetary policy space is limited and rapidly being used up even before central banks respond to the next downturn, let alone a full-blown recession. This is the second in a series of four blogs

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Integrating Low-Carbon and Factor Strategies in Asia

Integrating Low-Carbon and Factor Strategies in Asia

🕔17:59, 3.Sep 2019

Low-carbon and factor-based investing are two key trends in the global investment management industry. This paper investigates the impact of low-carbon screening on traditional market-cap-weighted portfolios and factor portfolios (quality, value, momentum, and low volatility) across seven Asian markets: Australia,

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Will silver continue to catch up?

Will silver continue to catch up?

🕔17:04, 3.Sep 2019

Since the start of this year silver prices have risen 10% versus the US dollar and 13% versus the Chinese yuan and the Indian rupee. Despite the strong rise in silver prices, their overall performance has been rather disappointing. Gold

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Financial Market Outlook – short term (updated 26 August 2019)

Financial Market Outlook – short term (updated 26 August 2019)

🕔16:08, 3.Sep 2019

Risks to the global economy and markets have increased following a renewed escalation in US-China trade tensions. While we still don't expect the US economy to fall into recession, we think near-term risks, in particular to equity markets, have risen

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Long-term investment planning that reflects changing market conditions

Long-term investment planning that reflects changing market conditions

🕔14:28, 3.Sep 2019

White paper Whether an investor is an individual looking to provide for spending during retirement, a pension fund looking to provide future benefits to participants, or an institution looking to provide a long-term stream of operating funds, a central goal

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Another step in the trade war escalation

Another step in the trade war escalation

🕔13:25, 3.Sep 2019

Another escalation in the US-China trade war led the S&P 500 to fall 2.6% today. Global equities dropped 2.1%, and yields on all US Treasury maturities fell at least 8 basis points. News broke early in the day that China

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A further escalation in trade tensions

A further escalation in trade tensions

🕔13:06, 3.Sep 2019

Trade tensions escalated after China announced additional tariffs on US goods and the US retaliated with an increase in tariffs on Chinese imports Meanwhile, Fed Chair Powell refrained from providing a clear steer on future interest rate policy, but reiterated

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Why Floating-Rate Assets Currently Make Sense

Why Floating-Rate Assets Currently Make Sense

🕔12:24, 3.Sep 2019

Leveraged Finance Asset Allocation Insights High yield bond and bank loan prices have come under pressure in August amid slowing economic data from Europe and China and a move sharply lower and flatter for the US Treasury curve. Inversion of

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Is platinum the new gold?

Is platinum the new gold?

🕔12:22, 3.Sep 2019

From the start of this year to 5 July, platinum prices underperformed palladium prices and gold prices by a wide margin, with only silver price performing worse. Since July, silver prices have caught up with gold prices, outperforming all other

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Alternatives for uncorrelated income

Alternatives for uncorrelated income

🕔12:14, 3.Sep 2019

Summer is usually a quiet period for markets, but 2019 has been an exception; the federal reserve (fed) cut rates, trade tensions with china escalated, global manufacturing activity continued to deteriorate and the 2-year/10-year u.s. Treasury curve inverted. Against this

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Trump slump drags the world along

Trump slump drags the world along

🕔12:01, 3.Sep 2019

US-China tensions escalated further a week ago. In response to fresh US tariffs (10%) on USD 300bn of imports from China announced on 1 August (to be implemented in two stages on 1 September and 15 December), China retaliated on

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Argentina: Government looking to buy time

Argentina: Government looking to buy time

🕔11:59, 3.Sep 2019

Uncertainty in Argentine markets has increased following the government’s announcement (28 August 2019) to engage with foreign investors over a voluntary re-profiling of a portion of their eurobonds and with local investors to extend their peso/local debt*. These measures are

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Quality leads the way

Quality leads the way

🕔11:54, 3.Sep 2019

Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?

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Market Flash: Political Developments Remain Centre Stage

Market Flash: Political Developments Remain Centre Stage

🕔11:04, 3.Sep 2019

Political declarations took centre stage this week, starting with the usual twists and turns on the trade war front. Following a tit-for-tat escalation in customs tariffs, the mood turned more conciliatory and talks will now probably resume. However, Donald Trump’s

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So Long Yellow Brick Road

🕔10:28, 3.Sep 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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Asia’s Lingering Trade Woes

Asia’s Lingering Trade Woes

🕔09:56, 3.Sep 2019

Global markets and multi-asset portfolios It has been more than a year since the start of the U.S.-China trade dispute and resolution seems no closer at hand. Instead, trade tensions intensified in August. The trade truce reached at the Osaka

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Economic Update

Economic Update

🕔08:52, 3.Sep 2019

The second estimate for 2Q19 real GDP growth came in at 2.0%, slightly below the first estimate of 2.1%. There were downward revisions to government spending, exports, inventories and housing that were partially offset by an upward revision to consumption.

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Lower rates for longer

Lower rates for longer

🕔07:50, 3.Sep 2019

Dovish guidance from the European Central Bank (ECB) has erased the prospect of higher rates in the foreseeable future and led to significant repricing of bank equities on consensus earnings downgrades. Romain Miginiac, Credit Analyst at Atlanticomnium, explains why the

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