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.

Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...

Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...

The June Cross Asset issue is a special mid-year outlook edition, featuring our key views as we enter the second half of the year.

We analyze the distressed firm’s decision between Chapter 11 and an exchange offer.

Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...

Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...

Understanding the outlook for credit markets in 2023

Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.

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...

The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility.

We have been living for the past few years under an unprecedented regime of unconventional monetary policies. Abundant liquidity poured into developed...