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.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
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.
A weekly review of global markets and multi-asset portfolios
Implications for insurance capital requirements
Global markets and multi-asset portfolios
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.
Market sentiment towards the Chinese currency has shifted significantly
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.