Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
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 bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
While U.S. equities still look less expensive than Treasuries and cash, they are not as attractive as they once were. Investors looking for stronger long-term returns may find a better opportunity in European
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Dr. Kelly's commentary for June 2015.