Thought Magazine

Framing 2014: Concessions, Consolidations and a Return to Growth

Carlos Hernandez

Thinking Out Loud

As we enter the new year, we asked some experts both within our firm and externally to provide us—and you—with their best thinking for what we can expect in 2014. No one can truly predict each significant turn in the road ahead, but with an eye on certain indicators, we’d like to offer some views that may help you to prepare and capitalize on every opportunity.

“Framing 2014: Concessions, Consolidations and a Return to Growth,” the first part of our latest issue of Thought magazine, presents some important ideas to consider. Our feature article by Jim Lindsay of the Council on Foreign Relations examines the concessions that may be necessary for governments around the globe to gather momentum for their critical agendas. Consolidation may be a factor in the global economic arena, and an excerpt from Dr. Bruce Kasman’s 2014 economic outlook also appears here.

Allow me this opportunity to offer my best wishes—may this new year bring good fortune in all your business efforts.

Opportunities for a return to growth in the financial markets are reflected in additional pieces, including a focus on the Asia asset management community’s reaction to key prospects in 2014, especially those concerning mutual recognition between Hong Kong and China. We also examine some of the issues facing European pensions.

Allow me this opportunity to offer my best wishes—may this new year bring good fortune in all your business efforts. The broad capabilities of J.P. Morgan stand ready to assist you; feel free to contact us to learn more about our range of global solutions for institutional investors.

And, as always, thank you for reading Thought. Please know that your questions and comments are always welcome and may be sent to thought@jpmorgan.com.

Carlos Hernandez
Chief Executive Officer, J.P. Morgan Investor Services

Thought, Special Issue

 
 

Copyright © 2014 JPMorgan Chase & Co. All rights reserved.