Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Our newsletter provides the latest news and views impacting public funds.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Article discussing how low growth, low yield environments are good for equity income investing.
Article examining the economic effects and investment implications of the US fiscal cliff agreement