The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Market sentiment towards the Chinese currency has shifted significantly
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
The performance of the US dollar significantly diverged from relative rate spreads
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Living in a less liquid world: The do's and don'ts for bond investors
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
Dr. Kelly's commentary for June 2015.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.