Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Full report detailing JPM's long-term capital market return assumptions
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
Analysis of Italy's highly volatile political environment, and the possible implications for the markets