J.P. Morgan Cashflow Driven Investment Strategy
Expected returns and correlations of asset classes.
Recent data from across developed markets has confirmed that underlying inflationary trends remain soft.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
What to expect in the next 15 years.