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
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Full report detailing 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