Tighter monetary policies globally, focused on bringing stubborn inflation in line with central bank targets, have increased the odds of a recession.
With regard to ESG, insurers have a distinct challenge. ESG factors can influence both assets and liabilities.
Loomis Sayles analyses the big changes underway in central bank balance sheet policy globally.
Here, we explore how yields have moved during past periods and offer takeaways for pension investors to consider as they navigate the current cycle.