After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
A weekly review of global markets and multi-asset portfolios
Global markets and multi-asset portfolios
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
LTCMRA Assumptions White Paper US
Full 62-page report with analysis of all asset classes.
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.
What to expect in the next 15 years.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013