The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Full report detailing JPM's long-term capital market return assumptions