A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great...
Markets have been talking about the upcoming US recession for more than a year. As of yet, a recession has not arrived. But with an outlook of either higher rates or a recession, and valuations in no-...
Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host, and I'm joined today by Tim Antonelli, insurance strategist and portfolio manager, and managin...