A weekly review of global markets and multi-asset portfolios
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Global markets and multi-asset portfolios
Implications for insurance capital requirements
The performance of the US dollar significantly diverged from relative rate spreads
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.