Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Full report detailing JPM's long-term capital market return assumptions for 2013
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.