Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Full report detailing JPM's long-term capital market return assumptions