Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Full 62-page report with analysis of all asset classes.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Full report detailing JPM's long-term capital market return assumptions
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure