With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
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 Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable