A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The performance of the US dollar significantly diverged from relative rate spreads
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
The potential political, macro and credit risks insurers may want to address in 2019.