Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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 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.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets