Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
LTCMRA Assumptions White Paper US
Global markets and multi-asset portfolios
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
A weekly review of global markets and multi-asset portfolios