Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A weekly review of global markets and multi-asset portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
J.P. Morgan Cashflow Driven Investment Strategy
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Themes from the quarterly Quantitative Beta Research Summit