We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.