This bulletin discusses the implications of negative interest rate policy
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
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.