Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Do high yield bonds and leveraged loans still have room to run?
Where should core or core plus portfolios look to find value?
The potential political, macro and credit risks insurers may want to address in 2019.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Article examining the economic effects and investment implications of the US fiscal cliff agreement