Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
What to expect in the next 15 years.
Factor investing through the cycle
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Article highlighting why now is a good time for investing in infrastructure