This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
There are things the government can try and fix during a pandemic and other things which it can't.
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
There are some difficult days ahead as quarantines and lockdowns grow. I want to share something with you from John Stuart Mill as we head into the unknown.
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.
A lot of data is being made available on the coronavirus, but most of it requires careful analysis before drawing conclusions.
Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago?
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
A Coronavirus update: severity, consequences and implications for investors