Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
David Kelly, the Fed, interest rates
EURUSD should be rangebound
Implications for insurance capital requirements
The insurers' moment: Credit lending after the crisis
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.