Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
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The key political, macro and credit risks that insurers may want to address in 2019.
A summary of the factors driving global markets over the last month.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
A summary of the factors driving global markets over the last quarter.
Market volatility returned in October. The S&P 500 moved up or down by more than 1% in a single day on ten occasions last month ��� two more times than in the whole of 2017.
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.