What do our long-term growth and inflation forecasts say about today’s economy?
This paper, written by Karen Ward, examines the European Central Bank meeting outcome and its investment implications.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This paper, written by David Kelly and John Manley, addresses the key elements of the U.S. tax reform and its investment implications.
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.