Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A weekly review of global markets and multi-asset portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
J.P. Morgan Cashflow Driven Investment Strategy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Article examining the economic effects and investment implications of the US fiscal cliff agreement