Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
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.
Our newsletter provides the latest news and views impacting public funds.
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
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Incorporating Environmental, Social & Governance