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John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Executive summary of JPM's long-term capital market return assumptions for 2013