Full report detailing JPM's long-term capital market return assumptions for 2013
What to expect in the next 15 years.
The S&P 500 could hit 10,000 by the mid-2030s
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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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
Volatility has created anxiety amongst investors trying to gauge the effectiveness of global response. This may be an unsolvable riddle over the near term.
EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.