Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
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.
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.
Global markets and multi-asset portfolios
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
A weekly review of global markets and multi-asset portfolios
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy