This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
A weekly review of global markets and multi-asset portfolios
Market sentiment towards the Chinese currency has shifted significantly
What to expect in the next 15 years.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
The performance of the US dollar significantly diverged from relative rate spreads
Executive summary of JPM's long-term capital market return assumptions
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.