Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
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Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
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Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy