This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The insurers' moment: Credit lending after the crisis
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Article discussing how low growth, low yield environments are good for equity income investing.