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
10/11/2025 Economy & Markets India’s great transformation: opportunities for global inves... In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors.
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
28/07/2025 US dollar slide pauses amid US-Japan deal The dollar declined so far this year due to expectations of rate cuts by the Fed and concerns over deteriorating government finances
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.