Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
A weekly review of global markets and multi-asset portfolios
2011 estimates and the thinking behind the numbers. Executive summary
2019 Long-Term Capital Market Assumptions Executive Summary Inforgraphic
An overview of our 2018 assumptions illustrated in an easy to read infographic.
The impact of technology on long-term potential economic growth illustrated in an easy to read infographic.
Mostly stable, mostly moderate
Expected returns and correlations of asset classes.
This executive summary gives a broad overview of our 2019 Long-Term Capital Market Assumptions.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.