Executive summary of JPM's long-term capital market return assumptions
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin discusses the implications of negative interest rate policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Revealing the alternative beta in hedge fund returns
Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.