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After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
The key political, macro and credit risks that insurers may want to address in 2019.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Explore our latest thinking on recent world and market developments.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
A summary of the factors driving global markets over the last month.