2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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.
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
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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.