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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.
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
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.