The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
This bulletin discusses the implications of negative interest rate policy
What to expect in the next 15 years.
Public Pension Newsletter for website
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Executive summary of JPM's long-term capital market return assumptions
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.
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.
Expected returns and correlations of asset classes.