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.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The performance of the US dollar significantly diverged from relative rate spreads
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
The potential political, macro and credit risks insurers may want to address in 2019.
Market sentiment towards the Chinese currency has shifted significantly
Full 62-page report with analysis of all asset classes.