WrapManager's Wealth Management Blog
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J.P. Morgan Shares Global Equity Views for 2Q 2018

Posted by WrapManager's Investment Policy Committee

May 24, 2018

Taking Stock of Trends, Opportunities, and Risks

At first glance, the current environment remains rather favorable for equity investors. Profitability is strong and continues to rise around the world, interest rates are still very low in most countries and valuations don’t yet look excessive, for the most part. But after an exceptionally positive 2017 and a rip-roaring start to 2018, investors have become more nervous, fearing that a breakdown in international trade relations or a monetary policy mistake could bring this economic cycle to an end. Volatility has returned to markets, with investors more inclined to punish perceived disappointments rather than celebrate successes.

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Economic/Market Outlook JP Morgan Money Manager Commentary

A Comparison of Perspectives: Nuveen & BlackRock Share Weekly Investing Outlooks

April 26, 2018
As market volatility continues to be a focus point for investors, money managers are keeping a close eye on key market indicators. This ... [+] Read More

Tax Reform Favors Charitable Giving From IRAs Finds Lord Abbett

April 19, 2018
Qualified charitable distributions (QCD) are poised to become even more popular under the new tax law.  While the Tax Cuts and Jobs Act ... [+] Read More

Nuveen Believes Market Fundamentals Remain Solid Over the Long-Term

March 29, 2018
Are investors overly pessimistic about downside market risks? While fundamentals haven’t changed significantly, volatility has picked up ... [+] Read More

Nuveen Weighs the Effect of Trade Tariffs & Investors Bidding Up Stock Prices

March 15, 2018
Investors look past trade risks as stocks gain ground... President Trump’s proclamation of 10 - 25% trade tariffs dominated most of the ... [+] Read More

US Economy: The Current State of Affairs

March 14, 2018
When it comes to the current state of the US economy, it is difficult to find many problems. In fact, the data and trends appear to support ... [+] Read More

BlackRock Evaluates Short-Term Treasuries

March 8, 2018
Long on Short Bonds... The steady increase in shorter-maturity bond yields provides a thicker cushion against concerns around further rises ... [+] Read More

Brookmont Capital Management Named Top Guns Manager by Informa Investment Solutions

March 1, 2018
Brookmont Capital Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s ... [+] Read More

Nuveen Evaluates Environment for Market Growth, Volatility

February 22, 2018
Stocks recover ground as the focus returns to fundamentals... Stocks rebounded last week as investors appeared to return their focus to ... [+] Read More

BlackRock Commentary: An Upside U.S. Growth Surprise

January 31, 2018
A tax overhaul in the U.S. could spill over to  benefit the global economy.  The U.S. tax overhaul and higher expected federal spending ... [+] Read More