Equity solutions for volatile markets
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Investment strategies for a late-cycle environment
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Assessing the impact and possible evolution of Fed policy
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.