Implications for insurance capital requirements
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
The insurers' moment: Credit lending after the crisis
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
EURUSD should be rangebound
Our newsletter provides the latest news and views impacting public funds.
Executive summary of JPM's long-term capital market return assumptions