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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
For the first time in 20 years, markets will have to survive without support from central banks.
In today���s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A summary of the factors driving global markets over the last month.