Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions