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.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Why the US dollar may not be as overvalued as you think
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.