Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
Global markets and multi-asset portfolios
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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 for 2013
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions