High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan’s 20
A weekly review of global markets and multi-asset portfolios
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
Key findings from the Multi-Asset Solutions Strategy Summit
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
DC plans should consider adding multi-asset credit strategies to their default strategies
Global markets and multi-asset portfolios
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.