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
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Shifts in global regulations will alter the insurance industry worldwide. Read more
Where should core or core plus portfolios look to find value?
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.
Why the US dollar may not be as overvalued as you think
What investors should consider