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
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions