Expected returns and correlations of asset classes.
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.
Our views on the recent dislocation and the opportunity it presents
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
Investors should consider policies could impact markets and the economy after of the 2020 election.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.