Research Insights

JCP’s 'Investing in Practice' papers are written by our investment specialists to examine topics that are front of mind to clients throughout the asset management industry.

The papers aim to provide you with insightful commentary on issues and events shaping today's local and global markets and the implications of these events for our portfolios.

Current Topics

• JCP Investing in Practice - Forecasting Banks - February 2012 (744 kb)
• JCP Investing in Practice - 2012 Market Outlook - January 2012 (337 kb)

Previous Topics (2011)

• JCP Investing in Practice - Household Deleveraging - July 2011 (414 kb)
• JCP Investing in Practice - Carbon Tax Impact - July 2011 (222 kb)
• JCP Investing in Practice - China Tour - June 2011 (2,837 kb)
• JCP Investing in Practice - 2011 Market Outlook - January 2011 (347 kb)

Previous Topics (2010)

• JCP Investing in Practice - Impressions of China - July 2010 (76 kb)
• JCP Investing in Practice - View on Resource Rent Tax - May 2010  (57 kb)
• JCP Investing in Practice - Outlook for China and Commodity Prices - February 2010 (336 kb)

Research Papers

• The Gold Price: To print, or not to print: that is the question (334 kb)
• Just How Lucky Has The Lucky Country Been? (70 kb)
• The Usefulness of the VIX (189 kb)
• Forecasting in an Uncertain World (The Equity Risk Premium) (846 kb)
• Adjusting the Market Risk Premium to Reflect the Global Financial Crisis (354 kb)

Media

• Australian Financial Review - The JCP Way (114 kb)
• The Australian - Are we really the lucky country? (230 kb)
• Australian Financial Review - Super funds eye boutiques (92 kb)

A link to this article will be included in your message to the recipient. Fields with an * are required.

To*

From (your e-mail address)*

Subject line - JF Capital Partners : Research Insights

The e-mail addresses entered on this page will not be used to send unsolicited e-mail and will not be sold to a third party. For additional information, view our privacy and security policy.