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.
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.
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
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?