Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
Expected returns and correlations of asset classes.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Factor investing through the cycle
Executive summary of JPM's long-term capital market return assumptions