Our commodities strategies leverage the insights and expertise of our global platform to guide commodity positioning and risk-taking.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
EURUSD should be rangebound
David Kelly, the Fed, interest rates
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Executive summary of JPM's long-term capital market return assumptions
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.