Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
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Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
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
Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
11_1089
11_1089
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Buying time to break Italy�s political deadlock
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
11_1088
11_1088
Long Term Capital Markets Return Assumptions 2013 - Full Report
Full report detailing JPM's long-term capital market return assumptions