New dimensions of diversification
The how and why of diversification
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
A weekly review of global markets and multi-asset portfolios
Global markets and multi-asset portfolios
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns