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.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The insurers' moment: Credit lending after the crisis
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Our newsletter provides the latest news and views impacting public funds.
Full report detailing JPM's long-term capital market return assumptions