The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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
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
Executive summary of JPM's long-term capital market return assumptions for 2013