Long Term Capital Market Return Assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Disruption and the core infrastructure investor
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