Our newsletter provides the latest news and views impacting public funds.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Full report detailing JPM's long-term capital market return assumptions
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.