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.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
Investment strategies for a late-cycle environment
ON JUNE 20-21, WE ATTENDED THE 2019 IFRS CONFERENCE IN LONDON TO STAY INFORMED ON IMPORTANT REGULATORY ISSUES AFFECTING THE INSURANCE INDUSTRY TODAY.
Implications for insurance capital requirements
2019 PRI Scores
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
What would a Conservative government mean for sterling?
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Why the US dollar may not be as overvalued as you think