Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
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What will higher interest rates mean for real estate?
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
The Weeky Brief: 18 October 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividends: For both incomeand total return growth
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Emerging market debt and inflation: Blessing or curse?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Long Term Capital Market Return Assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions