Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns