The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Global markets and multi-asset portfolios
A weekly review of 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.
Expected returns and correlations of asset classes.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
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