In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Article discussing how low growth, low yield environments are good for equity income investing.
What investors should consider
Shifts in global regulations will alter the insurance industry worldwide. Read more
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Executive summary of JPM's long-term capital market return assumptions for 2013