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
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
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
Global markets and multi-asset portfolios
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
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