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
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.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
What investors should consider
David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.