Listen to previous series on a variety of investment topics, asset classes and current themes
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
In 2020, the hunt for yield is likely to continue.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
A preliminary analysis