The JPMorgan chief''s annual letter points to the '70s oil-shock recession, private credit losses running "a little higher than they should be," and "second- and third-order effects" from emerging AI technology.
"This is the sector to watch throughout the year,” said Jeffrey Roach, Chief Economist for LPL Financial.
Roland Kastoun, asset and wealth management advisory leader at PwC, says private credit's recent troubles will ultimately make the asset class stronger.
Geopolitical tensions and rising yields drive cautious ETF flows as investors pivot to defence, energy, and short-duration bonds.
Matt Berman tells InvestmentNews that long-term financial planning is evolving due to client demand.
Deadline diplomacy, oil shock and war risks leave investors navigating volatile global markets.
Meanwhile, KKR FS also limits client redemptions.
A year after the White House reset US trade policy, price pressures, supply-chain rewiring and policy uncertainty are still shaping portfolios and growth expectations.
Improved liquidity and investor ‘safe haven’ demand signal a potential floor after prolonged correction.
“It’s trying to help advisors, empower them in that conversation with their clients,” said Rasmus Goksor, CEO of Sekond.
Oil above $108 as escalation fears rattle global equities as investors brace for prolonged energy shock.
Survey reveals that leaders are facing increasing stress and one of their top team is partly to blame.
The Artemis II launch “marks a new phase in space exploration and the search for transformative technologies,” said Matthew Bartolini, managing director at State Street Investment Management.
Elon Musk’s rocket firm moves toward blockbuster listing that could reshape IPO market.
“Crypto’s institutional moment has arrived,” an executive said.
Comparable cases against JPMorgan resulted in awards up to $2.5 million.
Investors lost 98%. The manager never stopped collecting fees.
President signals weeks-long timeline while investors bet on de-escalation.
As advisors shift from a product‑centric mindset to one focused on client outcomes, they’ve become more open to bringing annuities and life insurance into a single, integrated planning conversation.
Executives still upbeat on 2026 growth despite rising shortfalls and macro uncertainty.
