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
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
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.