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.
Why the US dollar may not be as overvalued as you think
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
The performance of the US dollar significantly diverged from relative rate spreads
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
Article examining the economic effects and investment implications of the US fiscal cliff agreement