Why the US dollar may not be as overvalued as you think
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Full report detailing JPM's long-term capital market return assumptions for 2013
Article examining the economic effects and investment implications of the US fiscal cliff agreement
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions