The document provides a comprehensive overview of J.P. Morgan's global asset allocation strategy as of June 29, 2012. It includes insights on asset allocation, economics, fixed income, equities, credit, foreign exchange, and commodities. The report discusses the impact of the EU summit on various markets and provides forecasts for global GDP growth, interest rates, and commodity prices. It also includes detailed tables on asset class returns, interest rates, credit markets, commodities, foreign exchange, equities, and sector allocation.
documents/EFTA01178648.pdf
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