Archive

  • Insurers cautious but unalarmed by equities volatility

    06 August 2024

    RLAM says investor nervousness on the US recession risk may be overstated

  • Mohamed El-Erian: US Fed missed opportunity to cut rates, with recession probability at 35%

    06 August 2024

    While highlighting three key policies for UK's new government

  • "What happens in Japan may not stay in Japan," El-Erian warns

    11 December 2023

    Pimco's ex-CEO highlights potential of disorderly Japan YCC exit as country faces new inflation challenge

  • Chart of the Week - European insurers and US debt

    11 August 2023

    CIOs were cutting back their US debt well before Fitch cut its rating this month

  • Bond market "yawned" at US rating downgrade

    03 August 2023

    Fitch's rating shift comes as a surprise - since it was based on nothing new

  • Robeco formulates 10 black swans for 2023

    10 January 2023

    Include a benign transition from inflation, greenwashing and peace in Ukraine

  • Chart of the week: the horror of the Fed's balance sheet

    28 January 2022

    Fed borrowing rose steeply in the pandemic—and now comes the painful withdrawal

  • US government seeks investment documents from Allianz

    02 August 2021

    AllianzGI's Structured Alpha funds at centre of investigation and litigation

  • "Breathtaking jump" in stocks on vaccine not a reason to relax, says El-Erian

    10 November 2020

    Vaccine announcement led to massive rise in global stocks yesterday

  • Emerging markets outlook infected by a virus

    13 February 2020

    Easing 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