AIA Delivered Strong Growth but Faces Higher Near-Term Uncertainty
AIA’s 2016 annual results delivered 25% and 10% respective increases in new business value and embedded value. The year-on-year growth came in...
157 Views
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
230 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
292 Views
Money Matters: US Inflation & The Fed
US Consumer Price Inflation released today surprised to the upside. Core CPI at 2.3% is comfortably above the Fed's inflation target of 2%. As...
179 Views
Money Matters: I Mera Tis Marmotas
On my Latin key board "I Mera Tis Marmotas" is the closest I can get to the Greek for groundhog day. Traditionally celebrated at the start of...
232 Views