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Posts From JP Morgan

Japan: Beyond Abe, but nog beyond Abenomics

Japan: Beyond Abe, but nog beyond Abenomics

🕔14:55, 15.Sep 2020

Multi-Asset Solutions Weekly Strategy Report  Global markets and multi-asset portfolios  In late August, Japanese Prime Minister Shinzo Abe announced his resignation because of health problems. Abe had served for nearly eight years, with his administration lending stability to Japanese politics

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 26.Aug 2020

Global markets and multi-asset portfolios The rebound in global equities has been quite dramatic, but so too has been the recovery in the market pricing of inflation, especially in the U.S. Since March, 10-year U.S. CPI swaps and Treasury inflation

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Review of markets over the second quarter of 2020

Review of markets over the second quarter of 2020

🕔15:11, 7.Aug 2020

Market Review  It’s been a very strong quarter for equities and credit as central banks and governments provided enormous amounts of stimulus and economies started to reopen. Despite the strong rebound in risk …

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Guide to the Markets

Guide to the Markets

🕔15:12, 17.Jul 2020

US 3Q 2020, As of June 30, 2020  

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Strong Recovery Puts Chinese A Shares in the Spotlight

Strong Recovery Puts Chinese A Shares in the Spotlight

🕔09:56, 15.Jul 2020

Multi-Asset Solutions Weekly Strategy Report  China has been leading other major emerging market (EM) equity markets, staging a strong recovery from March’s lows. China’s CSI 300 Index (of onshore stocks traded in Shenzhen and Shanghai) has more than fully recovered

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:10, 25.Jun 2020

Global markets and multi-asset portfolios  This recession will forever be remembered as one of the most rapid and shocking economic slowdowns on record. The question at the forefront of asset allocation decisions is whether the recovery will be equally distinctive

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Review of markets over May 2020

Review of markets over May 2020

🕔14:36, 4.Jun 2020

The rebound in equity markets extended into May. The impact of the COVID-19 pandemic continued to dominate markets, with an increasing focus on how countries would begin to relax their lockdown measures and how this would affect the economy. Volatility

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Moderately greater risk tolerance: An update to our views

Moderately greater risk tolerance: An update to our views

🕔12:07, 4.Jun 2020

A changed economic and market environment leads us to an off-cycle update of our asset allocation views, typically published after our quarterly Strategy Summits. Overall, our views reflect a moderately greater risk tolerance and a recognition that central banks are

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Review of markets over April 2020

Review of markets over April 2020

🕔14:18, 15.May 2020

After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall and are now planning to gradually reopen their economies. Governments and central banks

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Is the earnings downgrade cycle already nearly over?

Is the earnings downgrade cycle already nearly over?

🕔12:57, 15.May 2020

Is the earnings downgrade cycle already nearly over? Following the shortest bear market in history (from February 19 to March 23), equities have staged a massive rally. This has left investors wondering whether markets have bottomed or will instead revisit

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔09:10, 13.May 2020

Portfolio Insights Following the shortest bear market in history (from February 19 to March 23), equities have staged a massive rally. This has left investors wondering whether markets have bottomed or will instead revisit their March lows. To gain confidence

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Navigating The Long Road Back To Normal From Covid-19

Navigating The Long Road Back To Normal From Covid-19

🕔10:12, 29.Apr 2020

Amid the depths of a global COVID-19 pandemic and recession, global equities rebounded dramatically over the past few weeks, with the S&P 500 retracing more than half of its sharp 35% plunge. Much of that rebound reflects the anticipation and

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Floating in a most peculiar way

Floating in a most peculiar way

🕔07:57, 28.Apr 2020

1Q20 earnings: Virus oddity Global stock markets saw an unprecedented level of volatility in March, as investors attempted to discern how the rapid spread of COVID-19 would aect the economy and corporate profits. The past few weeks have seen a

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Markets Wait On Plans For The Economy To Restart

Markets Wait On Plans For The Economy To Restart

🕔16:52, 24.Apr 2020

Since the coronavirus shock began, we have focused on several broad categories within the information flow: bank funding and market operational stress; the policy response; messages from economic data; and, most importantly, the outlook for the virus itself. Following their

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COVID-19: Plotting a path to eventual recovery

COVID-19: Plotting a path to eventual recovery

🕔15:38, 24.Apr 2020

Quarantine measures to tackle the COVID-19 coronavirus outbreak pushed down global economic activity in March. We expect further steep declines through April and May, leading to a sharp plunge in second-quarter activity data. Beyond that, however, thoughts will turn to

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Eye on the Market: COVID and culture

🕔10:28, 20.Apr 2020 Read Full Article
Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

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Volatility Eases And Normalcy Begins To Return To Treasury Markets

Volatility Eases And Normalcy Begins To Return To Treasury Markets

🕔16:01, 17.Apr 2020

Bond markets took a roller coaster ride over the last month. The extreme volatility reflected illiquid conditions as dealers worked from home; regulatory pressure weighing on dealer balance sheets; de-risking in risk-parity funds; and profit taking in fixed income to

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:14, 15.Apr 2020

Portfolio Insights In the history of financial markets, there has never been a quarter like Q1 2020. As the global outbreak of COVID-19 gathered force, various forms of lockdowns and quarantines ensued, causing risk assets to plummet at an unprecedented

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Tracking funding stress in currency markets

🕔13:56, 14.Apr 2020 Read Full Article

Eye on the Market: The Equity Rally and Herd Immunity

🕔11:28, 13.Apr 2020 Read Full Article
Global Asset Allocation Views

Global Asset Allocation Views

🕔16:50, 9.Apr 2020

Insights and implications from the Multi-Asset Solutions Strategy Summit  We are in a time of extreme volatility and uncertainty. New information, policy announcements and data are becoming available every day. As we navigate this crisis, we expect to increase the

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Review of markets over the first quarter of 2020

Review of markets over the first quarter of 2020

🕔13:12, 9.Apr 2020

This quarter has not been an easy one for most investors. While it was already clear that we were in the later stages of the economic cycle, nobody could have predicted at the start of this year that large parts

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A review of global markets and portfolio positioning in Q1

A review of global markets and portfolio positioning in Q1

🕔11:13, 9.Apr 2020

We review trends across markets and economies in Q1 2020, consider what they mean for our multi-asset portfolios and present a positioning update. In the history of financial markets, there has never been a quarter like Q1 2020. As the

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COVID-19 and U.S. life insurers

🕔11:01, 7.Apr 2020

We look at YE2019 asset exposures in the U.S. life industry that have a high likelihood of being impacted by the effects of and response to COVID-19.

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Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

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Investors need to manage risk to take a breather and observe the shifting global economy, says our expert #Norman_Villamin in the Hong Kong Economic Times. Read on.

First of its kind biodiversity tool for investors announced - via ⁦@AdviserVoice⁩ https://www.adviservoice.com.au/2020/09/first-of-its-kind-biodiversity-tool-for-investors-announced/

According to the new edition of the #PPIFutureBook, there are now 14.6 million DC savers in the UK. Of these, 10.3 million employees were enrolled automatically, nearly twice as many as in 2015 (5.4 million). @PPI_Research #pensions #definedcontribution https://bit.ly/2SakPKM

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