Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Long Term Capital Market Return Assumptions - Full Report
Full report detailing JPM's long-term capital market return assumptions for 2013
Global Proxy Voting Procedures and Guidelines
North America, Europe, Middle East, Africa, Central America, South America, and Asia
11_1088
11_1088
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions