Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
What are the implications of quantitative tightening for the global bond market?
Implications for insurance capital requirements
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
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.
The key political, macro and credit risks that insurers may want to address in 2019.
Is the gap closing between US equity returns and the rest of the world���s?