2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
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Dr. Kelly's Commentary: Deflation delusions
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. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Fiscal Therapy: Prospects for a policy-driven boost to growth
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Avoiding the stagnation equilibrium
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth