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
The how and why of diversification
New dimensions of diversification
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
Article discussing how low growth, low yield environments are good for equity income investing.
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