Description: Three consultants offer their views on a pandemic and post-pandemic economic future that awaits Mexico. COVID-19 deepened the contraction of the Mexican economy. As manufacturing and consumption bounce back, sustaineddemand for services can help recovery. But a policy push is needed. The global pandemic came at a time when the Mexican economy had contracted for five straight quarters due to avariety of factors such as deceleration in investment and private consumption and uncertainty around the free tradeagreement with the United States and Canada. The COVID-19 crisis accelerated this trend, resulting in the largest contraction since the Great Depression of 1929.

Description: This article discusses how pension accounting has an impact on the personal savings rate.

Description: The author discusses the review of a recent 2001 Wall Street Journal’s semiannual survey of economists’ forecasts, starting by asking if there is a simple way to summarize the results and to extract a consensus forecast, and from this extraction, determine when an individual forecast is significantly different from that of the consensus.This article is reprinted with permission. It last ran in the Jan. 10, 2001 issue of The La Jolla Economics newsletter.

Description: This article questions the validity of long term market return expectations using macroeconomics and analytical arguments.

Description: Chronically low interest rates are a reflection of macroeconomic trends. Care must be exercised in making assumptions regarding mean reversion.

Description: Latin America has acquired an economically strategic importance in the process of globalization that it did not have a decade ago. The region has attracted significant attention and investment by the international insurance industry. This article explores some issues related to the growth in supply of insurance companies capacity, the relatively slower pace of growth in consumer demand for their products, and the factors that companies can identify in forming their strategies to achieve their objectives.

Description: Overview on current trends in medical practice impacting the LTC insurance business with a focus on dementia, risk stratification, and predictive modeling.

Description: This article summarizes the results of a Delphi study amoung SOA Futurism Section members about the actuarial profession and the U.S. economy and other matters in the years 2010 and 2050.

Description: Argues renewable energy will displace fossil fuels, leading to investment opportunities and risks