Risk assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
Global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Full report detailing 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