The document is a financial report from J.P. Morgan dated October 26, 2012, discussing global asset allocation strategies. It covers various financial markets including equities, fixed income, credit, currencies, and commodities. The report highlights the need for lower fiscal uncertainty to unleash capital and suggests asset allocation strategies such as favoring EM local bonds over DM, being underweight US equities against Europe and EM Asia, and maintaining long positions in certain commodities. It also provides YTD returns for various asset categories and forecasts for global GDP growth.
documents/EFTA01146217.pdf
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