Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Potential effects of IFRS 9 on bond and equity investment strategies and styles.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.