Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?