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
David Kelly, the Fed, interest rates
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Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Executive summary of JPM's long-term capital market return assumptions for 2013