Implications for insurance capital requirements
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
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
2011 estimates and the thinking behind the numbers. Executive summary
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