Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Transient market volatility has the potential to be thrilling
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
A weekly review of global markets and multi-asset portfolios
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
This bulletin discusses the implications of negative interest rate policy