Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Shifts in global regulations will alter the insurance industry worldwide. Read more
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
Article discussing how low growth, low yield environments are good for equity income investing.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
The insurers' moment: Credit lending after the crisis
North America, Europe, Middle East, Africa, Central America, South America, and Asia
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies