The coming week is a very big week for sterling investors since the Chancellor will present a new statement on fiscal policy and there are a series of votes in the House of Commons to break the Brexit impasse.
The key political, macro and credit risks that insurers may want to address in 2019.
A summary of the factors driving global markets over the last month.
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.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Market volatility returned in October. The S&P 500 moved up or down by more than 1% in a single day on ten occasions last month ��� two more times than in the whole of 2017.
There has been significant progress in the Brexit negotiations in the last 48 hours.
Market sentiment towards the Chinese currency has shifted significantly
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.