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Insurers cautious but unalarmed by equities volatility
06 August 2024RLAM says investor nervousness on the US recession risk may be overstated
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Mohamed El-Erian: US Fed missed opportunity to cut rates, with recession probability at 35%
06 August 2024While highlighting three key policies for UK's new government
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"What happens in Japan may not stay in Japan," El-Erian warns
11 December 2023Pimco's ex-CEO highlights potential of disorderly Japan YCC exit as country faces new inflation challenge
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Chart of the Week - European insurers and US debt
11 August 2023CIOs were cutting back their US debt well before Fitch cut its rating this month
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Bond market "yawned" at US rating downgrade
03 August 2023Fitch's rating shift comes as a surprise - since it was based on nothing new
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Robeco formulates 10 black swans for 2023
10 January 2023Include a benign transition from inflation, greenwashing and peace in Ukraine
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Chart of the week: the horror of the Fed's balance sheet
28 January 2022Fed borrowing rose steeply in the pandemic—and now comes the painful withdrawal
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US government seeks investment documents from Allianz
02 August 2021AllianzGI's Structured Alpha funds at centre of investigation and litigation
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"Breathtaking jump" in stocks on vaccine not a reason to relax, says El-Erian
10 November 2020Vaccine announcement led to massive rise in global stocks yesterday
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Emerging markets outlook infected by a virus
13 February 2020Easing in geopolitical tensions combined with encouraging economic factors suggest a good year ahead for emerging markets, but will insurers take the bait considering economic disruptions from the latest coronavirus outbreak? Stephanie Harris and Vincent Huck report
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