Global Fixed Income Views 4Q19
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Spread-Implied Ratings
Implications for insurance capital requirements
Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The insurers' moment: Credit lending after the crisis
The insurers' moment: Credit lending after the crisis