Are your private credit allocations positioned for uncertainty?
Assessing the impact and possible evolution of Fed policy
The key political, macro and credit risks that insurers may want to address in 2019.
Long-Term Capital Market Assumptions currency matrix for the Singapore Dollar
Long-Term Capital Market Assumptions currency matrix for the Japanese Yen
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Environmental, Social and Governance (ESG) in Emerging Markets