Daily comprehensive market and economic trends through clear and compelling charts.
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?
Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.