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
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Full report detailing JPM's long-term capital market return assumptions
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
Executive summary of JPM's long-term capital market return assumptions
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.