Market sentiment towards the Chinese currency has shifted significantly
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.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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?
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.
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?
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
A series of charts and graphs that illustrate the impact of market volatility on a sample corporate pension plan and three model asset allocations.