Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Our newsletter provides the latest news and views impacting public funds.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
4Q Guide to the Markets
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Full report detailing JPM's long-term capital market return assumptions