This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
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
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.