Disruption and the core infrastructure investor
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Themes and implications from the Global Equities Investors Quarterly
Emerging market equity: If you wait for certainty, you miss opportunity
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.