JPMAM's key predictions for a new year in markets

J.P. Morgan Asset Management's global market strategist Kerry Craig outlines his key predictions for core asset classes, markets, and economies as we move in to 2014.

What can investors expect in 2014? New beginnings are exciting times, and investors will be looking at the next 12 months with a mixture of anticipation and trepidation. Anticipation of better economic growth in the US and Europe, and the resultant improving outlook for corporate earnings. But also trepidation, not least due to concerns over how bond markets will deal with the Federal Reserve’s planned unwinding of quantitative easing. Bond yields to continue to rise One theme that will continue in 2014 is the gradual rise in long-term interest rates, and the need to look at source...