Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
Listen to previous series on a variety of investment topics, asset classes and current themes