The performance of the US dollar significantly diverged from relative rate spreads
Market sentiment towards the Chinese currency has shifted significantly
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Executive summary of JPM's long-term capital market return assumptions
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.