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
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
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