China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
Implications for insurance capital requirements
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.
The key political, macro and credit risks that insurers may want to address in 2019.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 Theme: Will debt be a drag?
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.