The Realization: A new world. A new normal. A tectonic shift.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
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Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Avoiding the stagnation equilibrium
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Dr. Kelly's Commentary: Deflation delusions
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Cyclicals vs. defensives: The valuation imbalance
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Fiscal Therapy: Prospects for a policy-driven boost to growth
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Benefits of being “insurance-like”
Pension funds can build better portfolios by adopting strategies used by insurers
Time to revisit your fixed income allocation?
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.