2016 NAIC Summer National Meeting
Global markets and multi-asset portfolios
The potential political, macro and credit risks insurers may want to address in 2019.
Article highlighting why now is a good time for investing in infrastructure
Factor investing through the cycle
A summary of the most recent NAIC National Meeting highlighting important regulatory issues and changes that are affecting insurers today.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding