What would a Conservative government mean for sterling?
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Why the US dollar may not be as overvalued as you think
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
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.
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