2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dr. Kelly's commentary for July 2015
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
This bulletin discusses the implications of negative interest rate policy
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
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
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.