Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
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.
Pension funds can build better portfolios by adopting strategies used by insurers
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Pension Pulse Summer 2019
Analysis of Italy's highly volatile political environment, and the possible implications for the markets