Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Executive summary of JPM's long-term capital market return assumptions
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Full report detailing 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
Executive summary of JPM's long-term capital market return assumptions for 2013