The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
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Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Eye on the Market 2016 Outlook - Key Topics
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 Long-term Capital Market Return Assumptions
2011 estimates and the thinking behind the numbers. Executive summary
EU Referendum
What investors should consider
What if we live in a low-return world? Implications for pension funds
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.