Dr. Kelly's Commentary: Deflation delusions
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
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Benefits of being “insurance-like”
Pension funds can build better portfolios by adopting strategies used by insurers
Fed Policy: Late-cycle and beyond
Assessing the impact and possible evolution of Fed policy
Economic Update
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Taking down the spinnaker
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.
A better opportunity in Europe
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
Cyclicals vs. defensives: The valuation imbalance
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Saying "no" to NIRP
This bulletin discusses the implications of negative interest rate policy
Fiscal Therapy: Prospects for a policy-driven boost to growth
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Weekly Bond Bulletin: Trade halting a positive repricing?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con