This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
This bulletin discusses the implications of negative interest rate policy
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
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.
Dr. Kelly's commentary for July 2015
2011 estimates and the thinking behind the numbers. Executive summary