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
A systematic back-test of MSCI ESG ratings
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions
A strategic framework for building a private credit portfolio
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
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.