Long-term Capital Market Return Assumptions 2011 - Executive Summary
What to expect in the next 15 years.
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Long-term Capital Markets Return Assumptions 2014
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.
Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Policy announcement from the Bank of Japan: A perfect move from the new governor
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Japan's election result - A catalyst for a long-awaited rally?
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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
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
Buying time to break Italy�s political deadlock
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Long Term Capital Markets Return Assumptions - Executive Summary
Executive summary of JPM's long-term capital market return assumptions for 2013