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
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
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.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.