Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Our newsletter provides the latest news and views impacting public funds.
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.
Expected returns and correlations of asset classes.