2011 estimates and the thinking behind the numbers. Executive summary
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Expert Insights: Susan Kolasa on the diversifying benefits of including direct real estate in target-date funds withion defined contribution plans. Video
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Our high yield strategies seek a high level of current income by investing primarily in a diversified portfolio of debt securities that are rated below investment grade or unrated.
Our government strategies invest primarily in debt securities issued by governments.
Our emerging market debt strategies seek to maximize returns by developing a global view on emerging markets and analyzing individual countries and companies.