2018 Outlook: Twin peaks
Global growth and quantitative easing reaching a peak in 2018
Growth synchronised worldwide, inflation and interest rates rising mildly – Find out more in our video.
Outlook 2018: Twin peaks
Global growth and QE reach for the summit. Our full 2018 Outlook.
Twin peaks… and a bumpy ride
A decade after the financial crisis, one of the worst the world has ever endured, we now appear to be entering something of a euphoric phase.
What we have learnt (painfully or otherwise) from 2017
A key concern for investors this year has been the ‘maturing’ business cycle in the US. With the economy entering its ninth year of expansion, the labour market approaching full employment and the in ...
Outlook 2018: Global macro outlook
Global growth and QE reach for the summit
2018 Global Strategy Outlook
A strong cyclical macroeconomic backdrop should support earnings, low default rates, public finances and investor sentiment.
The search for yield – hidden market risks call for prudence in 2018
Low volatility, carry strategies and the search for yield - different facets of the same phenomenon
European insurers’ investments in a persistent low-yield environment
Persistently low interest rates and regulation have been the main drivers of asset allocation for European insurers after the GFC.
Green Bonds: market set for growth across regions
The green bond market continues to grow, offering investors broader investment opportunities, as more than 200 issues are available across major green bond indices.