Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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
Full report detailing 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
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
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.
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.