Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
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.
Market sentiment towards the Chinese currency has shifted significantly
David Kelly, the Fed, interest rates
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Implications for insurance capital requirements
Armageddonists and the portfolio cost of fear, 2010-2019
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.