Long-term Capital Market Return Assumptions 2011
Expected returns and correlations of asset classes.
Expected returns and correlations of asset classes.
Expected returns and correlations of asset classes.
Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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.
Full 62-page report with analysis of all asset classes.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article examining the economic effects and investment implications of the US fiscal cliff agreement
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
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