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 bulletin discusses the implications of negative interest rate policy
Executive summary of JPM's long-term capital market return assumptions
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
What to expect in the next 15 years.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Expected returns and correlations of asset classes.