2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Investment strategies for a late-cycle environment
Dr. Kelly's commentary for July 2015
Plan sponsors can put these five steps in place to help participants successfully navigate the path to retirement security.