Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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
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 would a Conservative government mean for sterling?
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Why the US dollar may not be as overvalued as you think
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