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.
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
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
LTCMRA Assumptions White Paper US
A weekly review of global markets and multi-asset portfolios
Global markets and multi-asset portfolios