Markets, economy, stocks, growth, global, fixed income, international, asset classes
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan’s 20
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.