We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
A summary of the recent NAIC Internatinal Insurance Forum highlighting important regulatory issues and changes that are affecting insurers today.
Shifts in global regulations will alter the insurance industry worldwide. Read more
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of 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
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Analysis of Japan's recent nation election. Positive market reaction also addressed.