We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
The key political, macro and credit risks that insurers may want to address in 2019.
The potential political, macro and credit risks insurers may want to address in 2019.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.