Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
Pension Pulse aims to provide you with insight on a selection of topics that shouldn’t be overlooked by corporate pension funds.
Factor investing through the cycle
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Full 62-page report with analysis of all asset classes.
Key findings from the Multi-Asset Solutions Strategy Summit
Expected returns and correlations of asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dr. Kelly's commentary for June 2015.