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.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing 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