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
Expected returns and correlations of asset classes.
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