JP Morgan Asset Management updated their quarterly market outlook, as of December 31, 2014, for the latest installment of ‘Market Insights’.

JP Morgan Market Insights
Each quarter, you can find this little gem of a PDF on JP Morgan’s Asset management website, including a downloadable “Guide to the Markets” AND audio commentary.
Topics include US Equities, Economy and Fixed Income, along with an view of the International landscape and Asset Class performance.
Sources:
JP Morgan Guide to the Markets: Q1 2015
http://www.jpmorganfunds.com