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
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Implications for insurance capital requirements
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.