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
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
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
Article discussing how low growth, low yield environments are good for equity income investing.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
The insurers' moment: Credit lending after the crisis
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns