The performance of the US dollar significantly diverged from relative rate spreads
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Expected returns and correlations of asset classes.
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.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
Eye on the Market: The Verdict
The ARC and the Covenants
A summary of the recent NAIC Internatinal Insurance Forum highlighting important regulatory issues and changes that are affecting insurers today.
Global markets and multi-asset portfolios