High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What investors should consider
David Kelly, the Fed, interest rates
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions