Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
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.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Our thoughts, based on our professional judgement, on IFRS 9 and other related issues, with the expectation that clients would provide definitive clarity on their individual policies and investment guidelines regarding a number of IFRS 9 aspects.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.