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.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Currency movements based onbrexit's outcome.
The performance of the US dollar significantly diverged from relative rate spreads
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.