2011 estimates and the thinking behind the numbers. Executive summary
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Full 62-page report with analysis of all asset classes.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.