Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
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
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
An update from the front lines of the Trade War, with a focus on implications for investors
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Eye on the Market: The Verdict