WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Currencies through an ESG lens
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies.
A possible change in Chinese currency policy?
Investment strategies for a late-cycle environment
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Global - Currency Thoughts - PDF
ON JUNE 20-21, WE ATTENDED THE 2019 IFRS CONFERENCE IN LONDON TO STAY INFORMED ON IMPORTANT REGULATORY ISSUES AFFECTING THE INSURANCE INDUSTRY TODAY.