Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
Shifts in global regulations will alter the insurance industry worldwide. Read more
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.