Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions
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Investing in growth: A global tour of perspectives across asset classes
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Long Term Capital Market Return Assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Emerging market debt and inflation: Blessing or curse?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Buying time to break Italy�s political deadlock
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividends: For both incomeand total return growth
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
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
Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement