Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Alternative beta as part of a broad hedge fund portfolio.
A case for private core infrastructure