With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
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
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Market sentiment towards the Chinese currency has shifted significantly
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
EURUSD should be rangebound
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.