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
Our newsletter provides the latest news and views impacting public funds.
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
Full report detailing JPM's long-term capital market return assumptions
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Executive summary of JPM's long-term capital market return assumptions for 2013