The performance of the US dollar significantly diverged from relative rate spreads
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%
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Factor investing through the cycle
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Full 62-page report with analysis of all asset classes.