Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies