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Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Long Term Capital Market Return Assumptions - Full Report
Full report detailing JPM's long-term capital market return assumptions for 2013
Long Term Capital Markets Return Assumptions - Executive Summary
Executive summary of JPM's long-term capital market return assumptions for 2013
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
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
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%
Japan's election result - A catalyst for a long-awaited rally?
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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