Risk assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
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