This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Measuring book yield correctly
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Executive summary of JPM's long-term capital market return assumptions for 2013