Guide to the Markets – 3Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
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The Life Insurance Search for Yield - An Analysis of Recent Purchases
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.
Guide to the Markets - Latin America
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
On the Bench
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
Guide to the Markets – 4Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
3Q19 earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Guide to the Markets – Monthly Update
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.