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.
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.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.
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
A possible change in Chinese currency policy?
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.
Investment strategies for a late-cycle environment