Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Executive summary of JPM's long-term capital market return assumptions