Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Join us this week as Global Market Strategist, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing 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
Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.