Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
EURUSD should be rangebound
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions