Full 62-page report with analysis of all asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
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.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
A weekly review of global markets and multi-asset portfolios
Global markets and multi-asset portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.