Should investors fear an erosion of the illiquidity premium?
EURUSD should be rangebound
Investment strategies for a late-cycle environment
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Daily comprehensive market and economic trends through clear and compelling charts.