What are the implications of quantitative tightening for the global bond market?
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Is the gap closing between US equity returns and the rest of the world’s?
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Approaches to fixed income investing - flexible versus conventional?
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What are the bright spots in fixed income?
Do high yield bonds and leveraged loans still have room to run?
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.