Educational hub featuring an expanding set of tools and information.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers��� investments in CMLs.
How to enhance portfolio returns while limiting investment costs
How public pension funds can enhance portfolio returns while limiting investment costs
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.