Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Implications for insurance capital requirements
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
What would a Conservative government mean for sterling?
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
ETF: Enhanced portfolio solutions for insurers
Why the US dollar may not be as overvalued as you think
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.