David Kelly, the Fed, interest rates
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan’s 20
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Implications for insurance capital requirements
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
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.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
The insurers' moment: Credit lending after the crisis
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?