The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics