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 examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
There are things the government can try and fix during a pandemic and other things which it can't.
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
In this week's note, we take a close look at country and regional virus data, and examine the pitfalls of over-extrapolating trends that often reverse.