This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
The Armageddonists and the price of fame.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Armageddonists and the portfolio cost of fear, 2010-2019
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting