A summary of the recent NAIC Internatinal Insurance Forum highlighting important regulatory issues and changes that are affecting insurers today.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
The insurers' moment: Credit lending after the crisis
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.