Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
4Q Guide to the Markets
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
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
Executive summary of JPM's long-term capital market return assumptions