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.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Analysis of Japan's recent nation election. Positive market reaction also addressed.