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
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
LTCMA 2019 illustration managing illiquidity risk across public and private markets.