Markets, economy, stocks, growth, global, fixed income, international, asset classes
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
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
Full report detailing 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
Executive summary of JPM's long-term capital market return assumptions for 2013
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.