Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Currency movements based onbrexit's outcome.
The performance of the US dollar significantly diverged from relative rate spreads
The potential political, macro and credit risks insurers may want to address in 2019.
Market sentiment towards the Chinese currency has shifted significantly
This bulletin discusses the implications of negative interest rate policy
Full 62-page report with analysis of all asset classes.