The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Expected returns and correlations of asset classes.
Full report detailing JPM's long-term capital market return assumptions
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Time-tested projections for resilient portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary