Markets, economy, stocks, growth, global, fixed income, international, asset classes
Where can investors find sustainable sources of return?
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.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
2011 estimates and the thinking behind the numbers. Executive summary
Emerging market equity: If you wait for certainty, you miss opportunity
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions