A weekly review of global markets and multi-asset portfolios
What to expect in the next 15 years.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Expected returns and correlations of asset classes.