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
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
LTCMRA Assumptions White Paper US
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Global markets and multi-asset portfolios
The global COVID-19 outbreak, and the government-mandated lockdowns that ensued, caused risk assets to drop at an unprecedented pace over the first quarter of 2020.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets