Daily comprehensive market and economic trends through clear and compelling charts.
Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers��� investments in CMLs.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Implications for insurance capital requirements
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
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