We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
How hedging against rising rates with credit—rather than sovereign bonds—can offer a better trade-off between liability-relative risk and return.