Executive summary of JPM's long-term capital market return assumptions
Factor investing through the cycle
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Full 62-page report with analysis of all asset classes.
Expected returns and correlations of asset classes.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy