Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Alternative beta as part of a broad hedge fund portfolio.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Article discussing how low growth, low yield environments are good for equity income investing.