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.
Due to growth assets and interest rates, funded status rose 1% this month from 87.5% to 88.5%.
What to expect in the next 15 years.
Due to growth assets and interest rates, funded status rose .6% this month from 86.9% to 87.5%.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.