The investment outlook for 2020
Investment strategies for a late-cycle environment
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Guide to the Markets – Daily Update
Daily comprehensive market and economic trends through clear and compelling charts.
Guide to the Markets – Monthly Update
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
On the Bench
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
Guide to the Markets – 4Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Guide to the Markets – 3Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Quarterly Perspectives
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
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.
Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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