Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
LTCMRA Assumptions White Paper US
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.