In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Article discussing how low growth, low yield environments are good for equity income investing.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
EURUSD should be rangebound
David Kelly, the Fed, interest rates
Full report detailing JPM's long-term capital market return assumptions
Executive summary of 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
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Executive summary of JPM's long-term capital market return assumptions for 2013