The insurers' moment: Credit lending after the crisis
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
The potential political, macro and credit risks insurers may want to address in 2019.
Shifts in global regulations will alter the insurance industry worldwide. Read more
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies