The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
A broad overview of our 2017 Long-Term Capital Market Assumptions
Pension Pulse Spring 2019
Pension Pulse Summer 2018
Full 62-page report with analysis of all asset classes.
J.P. Morgan Cashflow Driven Investment Strategy
Expected returns and correlations of asset classes.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
What to expect in the next 15 years.