Cumulative real growth ⌃ household financial asset wealth [astounding data across 5 regimes] Source | Strategic Economic Decisions, Inc. 1.

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Presentation transcript:

Cumulative real growth ⌃ household financial asset wealth [astounding data across 5 regimes] Source | Strategic Economic Decisions, Inc. 1

Mean-reverting dynamics ⌃ US net worth [back to the future] Source | Strategic Economic Decisions, Inc. 2

Household net worth ⌃ 3 Source | FRB, J.P. Morgan Asset Management

Global Productivity Growth ⌃ “Productivity isn’t everything, but in the long run it is almost everything” – Paul Krugman Growth rate of an economy is the sum of workforce growth plus labor productivity growth

International Economic and Demographic Data

US Business Competitiveness ⌃ Institutions Infrastructure Macroeconomic environment Health and primary education Higher education and training Goods market efficiency Labor market efficiency Financial market development Technological readiness Market size Business sophistication Innovation

GDP growth, Gross debt to GDP ⌃ borrowing costs Source | IMF, FactSet, Bloomberg, J.P. Morgan Economics, Barclays, J.P. Morgan Asset Management 7

Average annual earnings ⌃ Highest degree earned Source | Census Bureau, J.P. Morgan Asset Management 8

Unemployment rate ⌃ Education level Source | BLS, FactSet, J.P. Morgan Asset Management 9

US Natural gas production ⌃ Source | EIA, IMF, FactSet, J.P. Morgan Asset Management 10

US sources of oil and liquid fuels ⌃ Source | EIA, J.P. Morgan Asset Management 11

12 Emerging economies poised to pass $3,000 GDP per capita threshold

CPI ⌃ Core CPI Source | BLS, FactSet, J.P. Morgan Asset Management 13

CPI ⌃ Core CPI Source | BLS, FactSet, J.P. Morgan Asset Management 14

Cumulative flows into stock and bond funds ⌃ 15 Source | Investment Company Institute, J.P. Morgan Asset Management

Benefits of diversification ⌃ 16 Source | Thomson Reuters Investment View

abacus smart financial decisions Annualized returns by asset class

18