Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Executive summary of JPM's long-term capital market return assumptions
2011 estimates and the thinking behind the numbers. Executive summary