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
Analysis of Japan's recent nation election. Positive market reaction also addressed.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Pension Pulse Summer 2019
What investors should consider
Pension Pulse Summer 2018
Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.