Five Big Themes that Will Frame the Post-Virus Economy
In this paper, PGIM Fixed Income looks at how global economic conditions—after the virus has receded (whenever and however that occurs)—will differ from those that prevailed before.
FOMC Brings Back the Projections; Economy’s Long Trek Back Boosts Treasuries
Ellen Gaske, PhD, CFA, Lead Economist G10 Economies, Global Macroeconomic Research Team, Katharine Neiss, PhD, Chief European Economist, Global Macroeconomic Research Team, and Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds.
Market Protection for Turbulent Times
QMA’s latest paper, co-authored by Portfolio Manager Devang Gambhirwala and Managing Director Stephen Brundage, discusses the importance of including risk mitigation strategies (RMS) in your portfolio.
On the Front Lines of Climate Change: The Opportunity in P&C Insurers
When considering climate change and the increasing frequency and severity of natural disasters, a common perception might conclude that the property & casualty insurance industry faces significant credit risk from these highly unpredictable events.