With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Implications for insurance capital requirements
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
EURUSD should be rangebound
The Reserve Bank of New Zealand has led the way with its recent interest rate cut. As we head towards the end of the cycle, other developed market central banks could be expected to follow.
As no-deal risk subsides, UK interest rates should move higher