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
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.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.
PG&E (ticker: PCG) filed for bankruptcy - surprisingly the issuer was within the A or better rated pension liability discount rate universe within the prior 12 months.