The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Pension Pulse Summer 2019
Pension Pulse Spring 2019
Pension Pulse Summer 2018
Global markets and multi-asset portfolios
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.