This bulletin discusses the implications of negative interest rate policy
Our newsletter provides the latest news and views impacting public funds.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
An interview with Scott Simon, the CIO of Colorado Fire & Police
Transient market volatility has the potential to be thrilling
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.