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.
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
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
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Expected returns and correlations of asset classes.
Executive summary of JPM's long-term capital market return assumptions