Markets, economy, stocks, growth, global, fixed income, international, asset classes
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
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.
Eye on the Market: The Verdict
What do our long-term growth and inflation forecasts say about today’s economy?
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.