Fixed income strategies driven by global insight
Spanning sectors, markets and regions, our fixed income solutions benefit from time-tested investment processes, rigorous risk management, and the active insights of a global team of research analysts and specialist portfolio managers.
Source J.P. Morgan Asset Management as of 31 October 2024.
Specialist fixed income expertise
Benefit from the extensive resources and rigorous research of a truly global fixed income manager, backed by a time-tested investment process where risk management is embedded at every level.
Investment platform
A truly global investment platform.
Research-driven security selection
Every investment decision is assessed by our sector analysts based on rigorous fundamental, quantitative (valuation) and technical analysis. This common research language allows opportunities to be compared across different fixed income securities, sectors and markets.
A common fixed income research language
Fundamentals
- Macroeconomic Data: Growth, inflation, etc.
- Corporate Health: Defaults, earnings, etc.
- ESG Profile: Greenhouse gas emissions, labor practices, etc.1
Quantitative (valuations)
- Proprietary Quantitative Research (QRG) models inform rich/cheapness of sector or security.
- Absolute, relative, historical basis.
Technicals
- Supply / demand (issuance and flows).
- Investor positioning and momentum.
Continuous dialogue
- Teams leverage the expertise of locally based specialists
- Analysts and traders closely integrated with portfolio managers
Sustainable investing
Our SFDR article 8 and article 9 fixed income funds have been designed to align with our clients’ financial goals and values.
Multi-layered risk management
Disciplined risk management is essential to all our fixed income strategies. Risk is managed actively at every stage of our investment process, with key ideas continuously monitored by portfolio managers and additional layers of oversight provided by investment directors and independent risk teams.
Portfolio management
- Has day-to-day responsibility for portfolio risk and adherence with guidelines.
- Ensures risk allocation is delivered as intended.
- Monitors ESG risks and opportunities where appropriate.
- Uses proprietary and external systems to analyse risks: tracking error, contribution to risk, factor exposure, liquidity.
Investment directors
- Provide portfolio management oversight by monitoring adherence to investment objectives and process.
- Lead in depth quarterly investment strategy reviews with portfolio managers (performance, risk, ESG profile, dispersion).
- Provide customized risk monitoring within the asset class.
- Report to Global Head of Fixed Income.
Independent risk
- Provides credible challenge to the business.
- Presents a consolidated view of risks to senior management.
- Plays a key role in governance forums.
- Ensures proper risk disclosures.
- Reports to independent AM Chief Risk Officer.
Featured bond funds
Whether you’re investing for income, looking to manage volatility, or you want to add a new source of return and diversification to an existing portfolio, our featured bond funds can help you build stronger portfolios.
Stay informed with all the latest insights from J.P. Morgan Asset Management’s fixed income investors and market strategists.
Explore our fixed income funds
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