With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are anxious. This anxiety is not without merit: indeed, economic data over the last two weeks seem to suggest a material slowdown in growth.
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are to an extent, the volatility seen at the end of 2018 was driven by concerns around the potential for an earnings recession in 2019.
On June 20-21, we attended the 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.
US economy, equities
With recent comments from the Federal Reserve sounding more accommodative and evidence of a positive turn in trade negotiations, it felt as if equity markets were finally set for some relief.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
The month of October saw average hourly earnings for production and nonsupervisory workers rise by 3.2% from a year prior, the fastest rate of wage growth since April 2009. Many investors are concerned that if wage growth accelerates further, inflation wi
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
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.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.