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
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
Multi-asset investors should care about trade policy escalations to the extent that they generate spillovers and other non-linear economic effects.
A weekly review of global markets and multi-asset portfolios