Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The potential political, macro and credit risks insurers may want to address in 2019.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
EURUSD should be rangebound
What would a Conservative government mean for sterling?
Currency movements based onbrexit's outcome.
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.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.