What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
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Euro: No longer floored but flawed?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Opportunities in public and private equity in China
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Technology's potential impact on economic growth
Euro: No longer floored but flawed?
EURUSD should be rangebound
THE IMPLICATIONS OF OUR 2018 LONG-TERM CAPITAL MARKET ASSUMPTIONS
As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.
Are tailwinds the new headwinds for bonds?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Long Term Capital Market Return Assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Long Term Capital Market Return Assumptions - Full Report
Full report detailing JPM's long-term capital market return assumptions for 2013
Long Term Capital Markets Return Assumptions - Executive Summary
Executive summary of JPM's long-term capital market return assumptions for 2013