The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
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.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
The insurers' moment: Credit lending after the crisis