The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The macroeconomics of climate risk
Global - Currency Thoughts - PDF
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
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.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.