Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Article discussing how low growth, low yield environments are good for equity income investing.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
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