What if we live in a low-return world? Implications for pension funds
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
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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
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
(All sites are in English)