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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.
A summary of the factors driving global markets over the last month.
Equity markets experienced welcome respite in January, after a torrid end to 2018.
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.
The performance of the US dollar significantly diverged from relative rate spreads.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.