Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week���s episode on the Center for Investment Excellence.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
Where is the value in emerging markets equities?
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
Can you close the return gap?
The S&P 500 could hit 10,000 by the mid-2030s
Executive summary of JPM's long-term capital market return assumptions for 2013