The key political, macro and credit risks that insurers may want to address in 2019.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Markets have been nervously awaiting the new Italian government’s budget proposal.
Listen to previous series on a variety of investment topics, asset classes and current themes
Our experts model differerent forms of private credit over multiple market cycles
A rising rate environment, combined with lingering uncertainty about trade, should lead market volatility higher. The question for investors is how to respond.
After a volatile December driven by concerns of rising rates, peak economic and earnings growth, and geopolitical tensions, markets have bounced back.
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