A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
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?
Executive summary of JPM's long-term capital market return assumptions
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.
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.
On June 20-21, we attended the 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Over the last decade, investors have been incentivized to ���hunt for yield��� in riskier asset classes by unorthodox monetary policy, which sucked the yield out of traditional ���safe havens���.
For a market that is anticipating two more cuts through the end of next year, expectations may need to be tempered.