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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Duration hedged shareclasses
Fixed income portfolios may be vulnerable to a rise in interest rates due to the duration risk embedded in bond markets.
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Focus on the Japanese equity market: Is today’s sell-off a buying opportunity?
On 23 May the TOPIX and the Nikkei both plunged as much as 7%. Banks and real estate companies were among the biggest fallers as investors aggressively took profits following recent strong gains in both sectors.
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Japan: Is this a hiccup?
In response to today’s plunge in the Japanese equity market, this bulletin addresses the sharp decline in the Japanese equity market in full context, covering an explanation of today’s drop as well as the investment implications to the economy and the stock market going forward.
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Strategic outlook (Q2 2013)
Easier and harder: markets have become easier to navigate as worries about Europe and the US have lessened.
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A Tale of Two Cities: Opportunities for growth [video]
The prospects for global growth differ by region, but investment opportunities certainly exist.
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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.
