The how and why of diversification
What to expect in the next 15 years.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Pension Pulse Summer 2019
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