2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
Living in a less liquid world: The do's and don'ts for bond investors
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Dr. Kelly's commentary for July 2015
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.