The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article discussing how low growth, low yield environments are good for equity income investing.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Full report detailing JPM's long-term capital market return assumptions