This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This bulletin discusses the implications of negative interest rate policy
Our newsletter provides the latest news and views impacting public funds.
An interview with Scott Simon, the CIO of Colorado Fire & Police
Transient market volatility has the potential to be thrilling
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.