Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
The global COVID-19 outbreak, and the government-mandated lockdowns that ensued, caused risk assets to drop at an unprecedented pace over the first quarter of 2020.
A broad overview of our 2017 Long-Term Capital Market Assumptions
Insights and implications from the Multi-Asset Solutions Strategy Summit
What to expect in the next 15 years.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.