Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
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
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy