This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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
Full 62-page report with analysis of all asset classes.
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