Liquidity Insights Overview | J.P. Morgan Asset Management

Liquidity Insights

Discover our vast array of liquidity insights covering global investment news and trends that may impact your cash portfolios

LATEST LIQUIDITY COMMENTARY

European Central Bank: Turning words into actions

The European Central Bank (ECB) Governing council (GC) decided to “significantly increase” monthly Pandemic Emergency Purchase Program (PEPP) purchases over the second quarter of 2021, based on the recent evolution of financing conditions and inflation outlook.

Bank of England put negative rates on the long finger

The Bank of England (BoE) has postponed a decision on negative interest rates for at least six months with the probability of negative rates declining sharply due to the expectation of a strong vaccine-led recovery.

Chinese taper tantrum

The surprise withdrawal of liquidity by the People’s Bank of China in the last week of January triggered a spike in short-term interest rates. Aidan Shevlin, International Head of Liquidity Fund Management, shared his perspectives on China’s monetary policy.

China’s onshore corporate bond market – understanding recent market volatility

China’s bond market has seen an unusual wave of defaults over the past month – triggering a jump in credit spreads and raising investor concerns. Find out the implications to cash investments and why independent credit research remains important.

Market & Portfolio Commentary

Read the latest review of Global Liquidity market and portfolio commentary across the Americas, Asia Pacific, as well as Europe and UK.

China’s interest rate pivot

The combination of a central bank policy pivot, better economic data and market technical factors contrived to end China’s bond bull market – but is the upward momentum sustainable, and what are the implications for investors?

Understanding zero interest rates

We examine how ZIRP works, its impacts, likely timeframe, whether we expect rates to go negative (spoiler: we don’t) and options available to liquidity investors.

Navigating through liquidity events and market volatility

Our investment team navigated through the recent market volatility and, with the help of our clients, weathered through the market storm.

A letter from our CEO John Donohue

Hear how Global Liquidity stayed steadfast in our commitment to clients over the past two months.

A look into Libor reform and current elevated spreads

Libor spreads are elevated, indicating cheapness in the funding markets, but we expect them to normalize in the near to medium term.

Implications of COVID-19 outbreak for short term interest rates

The recent coronavirus (2019-nCoV) outbreak in China has increased investors’ trepidation and financial market uncertainty.

Leveraging the power of cash segmentation

The most effective strategy incorporates a clear investment policy, well-defined goals and parameters for liquidity, quality and return.

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Cash investment policy statement

A cash investment policy statement lets an organization define its short-term investment objectives and the strategies for achieving them.

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Managing your Renminbi cash needs an expert guide

We've been offering renminbi solutions since 2005, combining global expertise with local knowledge to help you navigate this complex market.

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Case studies

Read about companies with specific cash management challenges and the solutions when they worked with J.P. Morgan Asset Management.

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John T. Donohue

Head of Global Liquidity

24 years with J.P. Morgan

33 years in the Industry

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Jim Fuell

Head of Global Liquidity Sales, International

15 years with J.P. Morgan

31 years in the Industry

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Paula Stibbe

Global Head of Liquidity Clients

10 years with J.P. Morgan

29 years in the Industry

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Paul Przybylski

Global Head of Product Strategy and Client Service

13 years with J.P. Morgan

20 years in the Industry

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Ted Ufferfilge

Global Head of Client Portfolio Management

20 years with J.P. Morgan

29 years in the Industry

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Dave Martucci

Portfolio Manager, Global Head of Managed Reserves

21 years with J.P. Morgan

21 years in the Industry

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Jemma Clee

Head of Investment Specialists, EMEA

2 years with J.P. Morgan

17 years in the Industry

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Neil Hutchison

Portfolio Manager, Managed Reserves Europe

10 years with J.P. Morgan

23 years in the Industry

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Olivia Maguire

Portfolio Manager, GBP Liquidity Strategies

23 years with J.P. Morgan

23 years in the Industry

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Joseph McConnell

Portfolio Manager, EUR Liquidity Strategies

26 years with J.P. Morgan

26 years in the Industry

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John T. Donohue

Head of Global Liquidity

Jim Fuell

Head of Global Liquidity Sales, International

Paula Stibbe

Global Head of Liquidity Clients

Paul Przybylski

Global Head of Product Strategy and Client Service

Ted Ufferfilge

Global Head of Client Portfolio Management

Dave Martucci

Portfolio Manager, Global Head of Managed Reserves

Jemma Clee

Head of Investment Specialists, EMEA

Neil Hutchison

Portfolio Manager, Managed Reserves Europe

Olivia Maguire

Portfolio Manager, GBP Liquidity Strategies

Joseph McConnell

Portfolio Manager, EUR Liquidity Strategies

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