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
Alternative beta as part of a broad hedge fund portfolio.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.