Full 62-page report with analysis of all asset classes.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns