The document provides a comprehensive overview of J.P. Morgan's global asset allocation strategy as of August 31, 2012. It includes insights on asset allocation, economic forecasts, fixed income, equities, credit, currencies, commodities, and interest rates. The report highlights the preference for US equities due to supportive central bank policies and less event risk compared to other regions. It also discusses the potential impact of central bank actions in the US and Europe on various asset classes.
documents/EFTA01146788.pdf
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