What to expect in the next 15 years.
The performance of the US dollar significantly diverged from relative rate spreads
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Factor investing through the cycle
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Full 62-page report with analysis of all asset classes.
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.