Meanwhile, the amount of distressed debt is small and is concentrated in the low single B/CCC part of the market, so we don’t expect it to become a systemic concern. For the
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Earnings Have Exceeded Expectations The macro data is also supportive. Cyclical data is holding up better than expected, and GDP growth could benefit from plans to boost defense spending across Europe. Earnings
As we see it, it’s impossible to quantify a level of risk premium that would reflect the changes we expect in the post-WWII geopolitical regime. However, this shift does suggest to us
Earnings Have Exceeded Expectations The macro data is also supportive. Cyclical data is holding up better than expected, and GDP growth could benefit from plans to boost defense spending across Europe. Earnings
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Join our team of expert economists for an in-depth webinar that explores the structural challenges and potential game-changers that could reshape the future for markets and investors. This is your chance to
JPMAM Long-Term Capital Market Assumptions Given the complex risk-reward trade-offs involved, we advise clients to rely on judgment as well as quantitative optimization approaches in setting strategic allocations. Please note that all
Perhaps the key macroeconomic variable that points to the potential for investors to face a new strategic investment regime is inflation. Certainly, when we have strategic conversations with investors about the medium-to-long
According to the latest Barclays consumer research, 23% of Brits are now turning to social media, community messaging apps and online forums for investment guidance.1 But how do consumers know which sources they