2011 estimates and the thinking behind the numbers. Executive summary
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Executive summary of JPM's long-term capital market return assumptions
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Our high yield strategies seek a high level of current income by investing primarily in a diversified portfolio of debt securities that are rated below investment grade or unrated.
Infrastructure investments are an essential component of a diversified portfolio providing low volatility and low correlation to other asset classes.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.