This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
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 economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
Transient market volatility has the potential to be thrilling
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
This bulletin discusses the implications of negative interest rate policy
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.