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Why the US dollar may not be as overvalued as you think
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Spread-Implied Ratings
Implications for insurance capital requirements
Weekly Bond Bulletin: A matter of time
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Currencies through an ESG lens
Weekly Bond Bulletin: Quality leads the way
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Weekly Bond Bulletin: What’s the alternative?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Why is the potential for US currency intervention a topic of interest?