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
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
What investors should consider
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.