Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement