Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar Reganti and...
KEY POINTS:• In our view, climate change represents an acknowledged, yet still underappreciated, risk in the municipal (muni) bond market, but also presents investment...
Key Points
Regardless of near-term developments on the trade front, we expect growth to slow and think investors should consider more defensive positioning, including: •...
Key Points
We believe the US housing market will continue to benefit from the structural tailwinds of rising rates of household formation and prolonged undersupply...
2019 Survey Results based on 46 insurance company CIO’s response to the question, “What are your preferred sources for thought leadership from third party investment managers and consultants?” The Insurance AUM Journal was the most frequently selected source for Thought Leadership from a list of seven specific institutional-focused media. Sample limitations reduce the statistical level of confidence associated with this result.
