Full report detailing JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Full 62-page report with analysis of all asset classes.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.