What to expect in the next 15 years.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Article discussing how low growth, low yield environments are good for equity income investing.
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
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Full 62-page report with analysis of all asset classes.