Interest Rate Policy
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.