Disruption and the core infrastructure investor
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.
Themes and implications from the Global Equities Investors Quarterly
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
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
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.