A stable to improving alpha outlook offsets the beta drag
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.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
What to expect in the next 15 years.
Mostly stable, mostly moderate
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.