Analysis of Japan's recent nation election. Positive market reaction also addressed.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Global markets and multi-asset portfolios
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.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Factor investing through the cycle
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.