Markets, economy, stocks, growth, global, fixed income, international, asset classes
A summary of the factors driving global markets over the last month.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
2011 estimates and the thinking behind the numbers. Executive summary
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions for 2013