The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
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.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Our newsletter provides the latest news and views impacting public funds.
David Kelly, the Fed, interest rates
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.