The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Podcast on the challenges participants are facing today
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Eye on the Market: The Verdict
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
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.