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.
Amid the recent heightened market volatility, high quality credit has benefited from the substantial rate rally. Will this relationship persist, or could high quality credit trade like a risk asset?
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
An interview with Scott Simon, the CIO of Colorado Fire & Police
Environmental, Social and Governance (ESG) in Emerging Markets
Transient market volatility has the potential to be thrilling
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
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.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.