J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
A weekly review of global markets and multi-asset portfolios
What to expect in the next 15 years.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
Expected returns and correlations of asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.