Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
The Armageddonists and the price of fame.
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?