For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Full report detailing JPM's long-term capital market return assumptions
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly