Over the past few years, real estate investors have constantly discussed the “death of retail” - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
On June 20-21, we attended the 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.
This is a trend that has already begun this year, with major EM central banks already enacting rate cuts, or at least postponing planned rate hikes.
Executive summary of JPM's long-term capital market return assumptions
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
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.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.