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.
Search Result
Results for:
Refine by:
Format
Audience
Topic
Asset Class
Date
People
Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Spread-Implied Ratings
Implications for insurance capital requirements
Global Equity Views 4Q19
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Global Fixed Income Views 4Q19
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly