Executive summary of JPM's long-term capital market return assumptions
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
The insurers' moment: Credit lending after the crisis
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns