Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
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
J.P. Morgan Asset Management offers a long history of managing private equity investments.
Article discussing how low growth, low yield environments are good for equity income investing.