This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
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 discusses the implications of negative interest rate policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Global markets and multi-asset portfolios
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
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.
The performance of the US dollar significantly diverged from relative rate spreads
Market sentiment towards the Chinese currency has shifted significantly