2019 Insurance Outlook
The key political, macro and credit risks that insurers may want to address in 2019.
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Eye on the Market 2016 Outlook - Planet of the Aches
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Global Fixed Income Views 4Q19
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Eye on the Market 2016 Outlook - Key Topics
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.
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 Long-term Capital Market Return Assumptions
2011 estimates and the thinking behind the numbers. Executive summary
2019 Insurance Outlook
The potential political, macro and credit risks insurers may want to address in 2019.