The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Incorporating Environmental, Social & Governance
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
This paper, written by Wina Appleton, outlines the asset allocation portfolios framework designed to help investors achieve their retirement goals.
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
This paper, written by Michael Bell, examines the European Central Bank meeting outcome and its investment implications.
Start the week by reading J.P Morgan Asset Management's one-page snapshot of headlines and market performance for Asia Pacific countries.