This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Market sentiment towards the Chinese currency has shifted significantly
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
This paper, written by Alex Dryden, evaluates whether yield curve inversion is an indicator of recession and its investment implications.
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.
Our newsletter provides the latest news and views impacting public funds.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.