The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Global markets and multi-asset portfolios
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
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns