Expected returns and correlations of asset classes.
Executive summary of JPM's long-term capital market return assumptions
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Living in a less liquid world: The do's and don'ts for bond investors
Dr. Kelly's commentary for June 2015.
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.
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