Implications for insurance capital requirements
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
The performance of the US dollar significantly diverged from relative rate spreads.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth