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?
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.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Global capital requirements and systemic risk within the insurance industry dominated the conversation at this year���s NAIC International Insurance Forum.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
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���.