2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
Our newsletter provides the latest news and views impacting public funds.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dr. Kelly's commentary for July 2015
David Kelly, the Fed, interest rates
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.