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
The S&P 500 could hit 10,000 by the mid-2030s
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Factor investing through the cycle
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable