Fixed Income Insights

Occasionally, macroeconomic and political uncertainty causes extreme moves that destabilise financial institutions and the economy. In recent days, US assets experienced significant volatility, prompting fixed income investors to question what might stabilise the bond market if the partial reversal of the Trump administration’s policies doesn’t suffice. This week’s Bond Bulletin explores past central bank interventions, causes of the current volatility and what it means for investors.

The situation around the consumer continues to be complex, with K-shaped outcomes persisting, necessitating rigorous and disciplined security selection in consumer credit investments.

The past month has been characterised by a significant pick-up in volatility in markets, due to growing concerns about an escalation of the global trade war. What is currently priced in?

Discover how to navigate recession and inflation risks facing stock markets, by diversifying your portfolio with bonds and alternative assets.

As one of the world’s largest liquidity managers, J.P. Morgan Global Liquidity believes in creating long-term, strategic relationships with clients by providing consultation, expertise and high-quality investment solutions. Our global capabilities allow us to provide a wide range of clients with the insights and solutions to meet their investment needs.

Fixed Income Perspectives

Bob Michele, the global Chief Investment Officer of Global Fixed Income, Currency & Commodities group, discusses the extraordinary monetary and fiscal response to COVID-19 across the world.