US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?
Transient market volatility has the potential to be thrilling
Oil prices have fallen sharply as investors assess the economic impact of the coronavirus. Could this present a buying opportunity in energy-linked fixed income sectors?
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.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
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.
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.