Markets, economy, stocks, growth, global, fixed income, international, asset classes
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.