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
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Factor investing through the cycle
A possible change in Chinese currency policy?