The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Daily comprehensive market and economic trends through clear and compelling charts.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Expected returns and correlations of asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.