The key political, macro and credit risks that insurers may want to address in 2019.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
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
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
A summary of the factors driving global markets over the last month.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly