Article discussing how low growth, low yield environments are good for equity income investing.
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
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.