Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Executive summary of JPM's long-term capital market return assumptions
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable