Commentary & analysis
Featured articles
New RDR share classes
Now that the Retail Distribution Review (RDR) rules have come into effect, we have put in place some new arrangements concerning commission payments to advisers.
Progress on the road to fiscal stability
![2013 01 Fiscal cliff [150x150]](http://insights.jpmorgan.co.uk/assetmanager/commentary-and-analysis/wp-content/uploads/2013-01-Fiscal-cliff-150x150-80x80.jpg "2013 01 Fiscal cliff [150x150]")
The US Senate’s last minute fiscal cliff package still leaves many long-term issues unaddressed. However, it appears that the steps taken so far, if accompanied by serious entitlement reform, will be sufficient to reduce the deficit and bring the budget closer to balance at a roughly appropriate pace.
Latest articles
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The weekly brief: Nikkei 22,500? (20 May 2013)
Continuing depreciation of the yen should help Japanese equities sustain their outperformance.
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Investment Director’s Bulletin – May 2013
Global stock markets maintained momentum through April… however, this was not matched by strong economic newsflow
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Monthly investment outlook – May 2013
Economic activity continues to pick up, with the recovery in the US established despite a temporary pothole, and a cyclical pickup in the Chinese economy, although recovery in the eurozone is still only an expectation
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Weekly strategy report – 13 May 2013
EM resurgent? Historically, emerging markets have been a levered play on global growth. So, despite the massive monetary stimulus boosting valuations across global risk markets this year, why have emerging market (EM) equities underperformed?
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Weekly brief – 13 May 2013
This time is different. Really. After the S&P 500 breached 1,600 and the Dow topped 15,000, the German DAX index closed at a new all-time high of 8,279 on Friday.
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Emerging market equities: Navigating the headwinds
Despite attractive valuations, earnings and estimate weakness have prevented emerging market (EM) equities from performing over much of the past two years.
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Weekly brief – 07 May 2013
Despite the MSCI World Index reaching a new five year high last week, the case for equities remains strong.
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Weekly strategy report – 07 May 2013
Risks to our view – a deflation scare. We have consistently based our constructive base case for risk assets around the assessment that the US and global economies will accelerate through the second half of 2013, as temporary headwinds abate.
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Sell in May and go away, or stay invested whatever the weather?
J.P. Morgan Asset Management research underlines the danger of trying to ‘time the market’
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US dividends for the long-term
Equity income strategies and dividend-paying stocks have been in sharp focus in recent years as investors have sought alternatives to low-yielding fixed income instruments.
