Multi-Asset Solutions Weekly Strategy Report
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
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What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
The Life Insurance Search for Yield - An Analysis of Recent Purchases
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.
Navigating recession risk
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.