LTCMRA Assumptions White Paper US
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Impacts of disruption on the core infrastructure investor
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings 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.
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.