Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
LTCMRA Assumptions White Paper US
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns