The performance of the US dollar significantly diverged from relative rate spreads
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
David Kelly, the Fed, interest rates
Market sentiment towards the Chinese currency has shifted significantly
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Our newsletter provides the latest news and views impacting public funds.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.