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
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
Markets, economy, stocks, growth, global, fixed income, international, asset classes
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.