Expected returns and correlations of asset classes.
2011 estimates and the thinking behind the numbers. Executive summary
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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.
JP Morgan Asset Management’s hedge fund capabilities, unique platform offerings and industry-leading investors
Building robust Strategic Beta and Alternative Beta portfolios demands skills beyond those needed for the management of traditional passive strategies. That’s where the expertise of our specialist Quantitative Beta Strategies team really proves its worth.