We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Market sentiment towards the Chinese currency has shifted significantly
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
ON JUNE 20-21, WE ATTENDED THE 2019 IFRS CONFERENCE IN LONDON TO STAY INFORMED ON IMPORTANT REGULATORY ISSUES AFFECTING THE INSURANCE INDUSTRY TODAY.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
The performance of the US dollar significantly diverged from relative rate spreads
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
The potential political, macro and credit risks insurers may want to address in 2019.
EURUSD should be rangebound
Currency movements based onbrexit's outcome.