David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets