Start the week off right with this one-page snapshot of headlines and market performance.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Global markets and multi-asset portfolios
ON JUNE 20-21, WE ATTENDED THE 2019 IFRS CONFERENCE IN LONDON TO STAY INFORMED ON IMPORTANT REGULATORY ISSUES AFFECTING THE INSURANCE INDUSTRY TODAY.
Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
The potential political, macro and credit risks insurers may want to address in 2019.
Factor investing through the cycle
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.