Executive summary of JPM's long-term capital market return assumptions
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Our newsletter provides the latest news and views impacting public funds.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic 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?
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.