Feeling the Pinch

🛍️ Tariffs could translate into higher prices across import-intensive sectors. Are consumers feeling the pinch? 

🏢 Find out if real estate investment trusts (REITs) are set for growth in 2025.

📉 Alternatives have underperformed their publicly traded equivalents for the third year in a row. Why?

Are consumers cutting back?

“The monthly trends don’t point to any real downshift yet. However, there are signs that goods inflation pressures are building, which could soon lead to weaker real spending.” — Michael Feroli, chief U.S. economist, J.P. Morgan 

Dig into the data 🔗 

Inside the world of REITs

REIT valuations are reasonable and J.P. Morgan Research anticipates stable fundamentals and increased investment activity. However, tariffs may have an impact on industrial and retail properties.

See inside 🔗

Will private equity and private credit lag behind?

Ongoing economic uncertainty could delay investment decisions in private equity, which has not matched the performance of public markets. Similarly, private credit has fallen short of expectations, even though there has been an increase in fundraising efforts.

See the outlook 🔗  

From AI to 5G

What are the key trends transforming the technology, media and communications sectors?

Find out 🔗 

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