Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Global markets and multi-asset portfolios
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Emerging market equity: If you wait for certainty, you miss opportunity
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Factor investing through the cycle
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.