While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
This quarterly publication from our Pension Solutions and Advisory Group provides UK pension funds with timely updates on market trends, funding levels and the latest industry and product developments.
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today���s fixed income markets.
The performance of the US dollar significantly diverged from relative rate spreads.
Market sentiment towards the Chinese currency has shifted significantly
How hedging against rising rates with credit���rather than sovereign bonds���can offer a better trade-off between liability-relative risk and return.