Where can investors find sustainable sources of return?
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The S&P 500 could hit 10,000 by the mid-2030s
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Time-tested projections for resilient portfolios
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
2011 estimates and the thinking behind the numbers. Executive summary
Expected returns and correlations of asset classes.