David Kelly, the Fed, interest rates
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Our newsletter provides the latest news and views impacting public funds.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Interest Rate Policy
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets