Full 62-page report with analysis of all asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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.
Key findings from the Multi-Asset Solutions Strategy Summit
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.