Dr. Kelly's commentary for June 2015.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Living in a less liquid world: The do's and don'ts for bond investors
Expected returns and correlations of asset classes.
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
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth