This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This bulletin discusses the implications of negative interest rate policy
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Executive summary of JPM's long-term capital market return assumptions
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
What to expect in the next 15 years.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.