Full report detailing JPM's long-term capital market return assumptions for 2013
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
What investors should consider
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.