Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
A weekly review of global markets and multi-asset portfolios
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.