Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.
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Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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Executive summary of JPM's long-term capital market return assumptions for 2013
(All sites are in English)