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?
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Implications for insurance capital requirements
Why the US dollar may not be as overvalued as you think
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The potential political, macro and credit risks insurers may want to address in 2019.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets