The insurers' moment: Credit lending after the crisis
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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
Emerging market equity: If you wait for certainty, you miss opportunity
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy