The how and why of diversification
Emerging market equity: If you wait for certainty, you miss opportunity
What to expect in the next 15 years.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Analysis of Japan's recent nation election. Positive market reaction also addressed.