Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Analysis of Japan's recent nation election. Positive market reaction also addressed.
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
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%