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
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
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
J.P. Morgan Cashflow Driven Investment Strategy
Keeping alpha with the beta