Macro Strategies Webinar
Join the Macro Strategies team monthly for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds – Global Macro Opportunities Fund as representative of the funds they manage.
Eye on the Market Outlook 2023
Policy tightening around the globe in response to rising inflation has shifted the catalysts that have driven markets for more than a decade, ushering in a new era of investing. Join Michael Cembalest and Mary Erdoes to hear their insights on asset repricing, the next recession, opportunities in fixed income, the future of inflation, the decline of globalisation and more.
Rethinking fixed income?
For the first time in a generation fixed income yields are attractive, but investors are grappling with persistent inflation and wage growth, ‘nasty’ central banks, and the prospect of a hard landing into a recession. Bob Michele will be joined by expert speakers to explain their outlook for yields, how they are navigating heightened bond market volatility and the best opportunities in fixed income markets.
Fixed Income Quarterly
Each quarter, the senior investors from across the Global Fixed Income, Currency and Commodities Group (GFICC) come together to discuss the key factors driving fixed income markets. This meeting sets the roadmap for the coming 3-6 months, establishes the team's macroeconomic outlook and explores the implications for fixed income markets.
Bonds are Back
Join Lisa Coleman, Head of the Global Investment Grade Corporate Credit team, Leah Parento, Senior Portfolio Manager Emerging Markets Corporate Debt, and Bob Michele, our fixed income CIO, to explore what we expect from bond markets in 2023 and our highest conviction sectors, including IG credit and emerging markets.
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