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
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
David Kelly, the Fed, interest rates
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions