Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Japan's recent nation election. Positive market reaction also addressed.
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns