JP Morgan Asset Management case study

UPDATED: Twelve in 2012: How political events are shaping markets

Published by : JP Morgan Asset Management

Since publishing our research note, "Twelve in 2012: What politics could mean for markets in the year ahead," back in November, we have had some significant political events, including some surprises:



  • The contours of the U.S. presidential election are becoming clearer, while



  • Europe remains a source of local and global volatility.



  • Emerging Asia has seen good news (Taiwan) and new risk (North Korean handover).



  • Political risk in a number of oil-producing countries is playing out largely as we expected; Brent crude was up nearly 5% just in January.


 

Published:01 February 2012

Business Area: Europe

Type: Portable Document Format (.pdf)

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