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.
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.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Full report detailing JPM's long-term capital market return assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets