Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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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.
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.
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
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.
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 Market Return Assumptions - Full Report
Full report detailing JPM's long-term capital market return assumptions for 2013