Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
J.P. Morgan 2019 LTCMA Alternative Assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A stable to improving alpha outlook offsets the beta drag
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.