10/12/2025 Insurance Navigating equity risk in evolving capital frameworks: the case of targeted equity SCR overlay Explore equity overlay and how they can help insurers under evolving capital frameworks optimise their equity SCR while maximising return potential
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential i... The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...
8/06/2021 Economy & Markets The inflation moment - Strategies to protect portfolios from... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
7/06/2021 Insurance Insurers’ portfolios: re-load the income engine, go beyond t... US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields...
17/05/2021 Emerging Markets Emerging Markets Charts & Views - Navigate the cyclical reco... The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven...
7/05/2021 Equity SPACs: Beyond exuberance, back to reality SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
27/04/2021 Equity Why now is the time for active management in US equities We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...