2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
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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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
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Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dr. Kelly's commentary for July 2015