The document provides an overview of J.P. Morgan's global asset allocation strategy as of August 3, 2012. It discusses the economic outlook, fixed income, equities, credit, foreign exchange, and commodities. The report emphasizes a strategy focused on mid-risk assets, including emerging market and corporate bonds, and defensive stocks. It also provides detailed tables on GDP growth forecasts, interest rates, credit markets, commodities, foreign exchange, and equities.
documents/EFTA01146946.pdf
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