Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The key political, macro and credit risks that insurers may want to address in 2019.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
What investors should consider
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
David Kelly, the Fed, interest rates
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.