John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article discussing how low growth, low yield environments are good for equity income investing.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies