This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Insights and implications from the Multi-Asset Solutions Strategy Summit
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Market sentiment towards the Chinese currency has shifted significantly
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.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
The expected implications of coronavirus for short-term growth are creating challenges for EM currencies vs. the dollar. While there are a lot of unknowns, we still see opportunities.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
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.