Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Eye on the Market 2018 Energy Edition
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Refined and expanded over 23 years, our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.
Modestly but steadily lower returns
Global markets and multi-asset portfolios
JP Morgan's 2019 Long-Term Capital Market Assumptions
Investors are concerned about the deterioration of corporate debt quality.
Our infographic executive summary provides a broad overview of our 2020 Long Term Capital Market Assumptions.