Markets, economy, stocks, growth, global, fixed income, international, asset classes
1Q17 will mark the third consecutive quarter of positive earnings growth since the earnings recession ended in the middle of last year.
Listen to previous series on a variety of investment topics, asset classes and current themes
The key political, macro and credit risks that insurers may want to address in 2019.
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.
We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.