J.P. Morgan advises caution as global risks shift
Growth gap between European and US is narrowing
JP Morgan
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Europe’s economy set to accelerate amid low wage growth and falling unemployment
GDP growth expected to rise from about 0.6% in 2024 to roughly 1.2% next year
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JP Morgan finds Europe lagging US and China in GDP growth
consumer confidence has begun to dip after rebounding from record lows during 2022
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut could be marginal given the region’s increasingly fragile political situation
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Will bumpy inflation figures defer the interest rate cuts markets crave?
The path towards a target of 2% is proving more turbulent than many investors had expected
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Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment? Sarah Godfrey takes a closer look Bond yields can be a real head-scratcher for investors. Rising yields are a function of falling prices; falling prices usually mean an asset is out of favour, yet higher bond yields signal better returns for those who buy…
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ETFs remain popular in Europe despite drop in inflows
Investor interest in ETFs remains strong despite a slide in net inflows of roughly a third between 2021 and 2022, according to a report from Trackinsight, conducted in association with JP Morgan and State Street. The Global ETF Survey 2023 found more than half (56%) of respondents saying they would increase their exposure to equity-related…
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Blacklisted banks to handle debt products again
EU has been forgiving of banks that once contained cartels
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Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
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Revealed: Winners of 2021 Nordic Refinitiv Lipper Fund Awards
Amundi and Columbia Threadneedle join Goldman Sachs AM among the group winners
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Liquidity concerns drag on real asset inflation hedge hopes
A number of pension fund managers have complained that the illiquidity premium no longer exists
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Five funds that offer solid exposure to China
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term