Canadian and Australian equities offer defensive, income-producing opportunities, and can help diversify exposure to larger stock markets such as those of the U.S. and Europe.
Global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Full report detailing JPM's long-term capital market return assumptions
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy