jp morgan

James Marlay

Five years into the recover following the financial crisis - history suggests we are now closer to the next crash than the last. JP Morgan's global head of asset allocation, Jan Loeys, says he is now starting to adjust his strategy in anticipation of the next correction. The longest economic... Show More

Livewire News

JP Morgan: Resources set to soar. JP Morgan has dramatically revised its rating on the resources sector from underweight to overweight on the back of increased Chinese steel demand, commodity imports and tail-winds from cost reductions. The investment bank suggests that the second half of 2014 will see the sector's... Show More

Livewire Exclusive

Five years ago the extent of credit losses was the biggest risk for investors looking at financials, today regulation risk is the unknown. According to Uday Chiruvu, of PM Capital, as credit markets across the globe have improved the questions investors need to understand are around the minimum capital levels... Show More

James Marlay

Bank of England Economist Kate Stratford has found the best real-time proxy for the official estimates of quarterly growth in world GDP and trade. She found that the export orders measure from the J.P. Morgan-sponsored Purchasing Managers Index for manufacturing was the best measure of global activity. Whilst official data... Show More