Emerging market debt and inflation: Blessing or curse?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
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Eye on the Market: The Verdict
Eye on the Market: The Verdict
Long-term Capital Market Return Assumptions 2011
Expected returns and correlations of asset classes.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
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 Markets Return Assumptions 2013
Expected returns and correlations of asset classes.
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
The long and short of baby boomer balance sheets
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure