The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Implications for insurance capital requirements
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
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.