David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Executive summary of JPM's long-term capital market return assumptions
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable