Japan's election result - A catalyst for a long-awaited rally?
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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Policy announcement from the Bank of Japan: A perfect move from the new governor
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
11_1088
11_1088
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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11_1089
Long Term Capital Market Return Assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns