Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Executive summary of JPM's long-term capital market return assumptions
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
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.