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.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
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
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.