This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
An interview with Scott Simon, the CIO of Colorado Fire & Police
Transient market volatility has the potential to be thrilling
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.