Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Article examining the economic effects and investment implications of the US fiscal cliff agreement