2011 estimates and the thinking behind the numbers. Executive summary
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
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
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.