30/06/2023 Insurance Insurance Fixed Income Outlook: transition to more liquid as... We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
5/03/2020 Fixed Income & FX Fixed Income: Zero rates do not mean zero returns As we enter the 2020s, a look back over the previous decade provides a key take-away for investors: a zero-rate environment does not lead to zero performance...
29/01/2019 Emerging Markets Time to increase risk exposure: start with emerging markets ... The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility.
12/12/2017 Fixed Income & FX Credit Continuum: How to make it happen We have been living for the past few years under an unprecedented regime of unconventional monetary policies. Abundant liquidity poured into developed...