A service for advisers from J.P. Morgan Asset Management
The ongoing search for income has been a major theme for investors, and with interest rates still at an all time low, this theme will become even more important going forward. IncomeIntelligence has been designed to help you with your clients’ income needs.
Events in Brazil provide the latest reminder that emerging markets remain subject to idiosyncratic risk. But while such events will periodically rock individual markets, we retain conviction on the asset class as a whole.
Credit spreads have compressed further, reflecting robust corporate fundamentals and a strong growth backdrop. However, with Treasury yields contained by a lack of inflation, value opportunities persist across the corporate landscape.