Emerging market debt and inflation: Blessing or curse?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Expected returns and correlations of asset classes.
Expected returns and correlations of asset classes.
Factor investing through the cycle
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.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
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
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