Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy