Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Implications for insurance capital requirements
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.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The how and why of diversification
What to expect in the next 15 years.
Factor investing through the cycle
Article highlighting why now is a good time for investing in infrastructure
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.