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.
Pension Pulse Summer 2019
Pension Pulse Spring 2019
Pension Pulse Summer 2018
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 Japan's recent nation election. Positive market reaction also addressed.