This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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.
Full report detailing JPM's long-term capital market return assumptions
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
Executive summary of JPM's long-term capital market return assumptions
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.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.