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Expected returns and correlations of asset classes.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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
The biggest problem in U.S. productivity growth has been a decline in investment spending.
The investment outlook for 2019: Late-cycle risks and opportunities