Full report detailing JPM's long-term capital market return assumptions for 2013
Article discussing how low growth, low yield environments are good for equity income investing.
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.