This paper, written by Dr. David P. Kelly, addresses the main implications of the U.S. Federal Reserve meeting in September.
Interest Rate Policy
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
This paper, written by Alex Dryden, evaluates whether yield curve inversion is an indicator of recession and its investment implications.
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.
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly