The document provides a comprehensive overview of J.P. Morgan's global asset allocation strategy as of September 9, 2011. It includes economic forecasts, portfolio strategies, and market outlooks across various asset classes such as equities, fixed income, credit, foreign exchange, and commodities. The report highlights a defensive stance in response to mixed economic data and negative headlines from Europe's sovereign crisis. It also discusses the potential impact of policy actions like Operation Twist in the US and fiscal integration in the Euro area.
documents/EFTA01149274.pdf
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