This paper, written by Bhupinder Bahra and Lovjit Thukral, evaluates whether the environmental, social and governance (ESG) can help in bond portfolio construction and its investment implications.
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.
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
Another week of dovish central bank rhetoric suggests that rate cuts are a near certainty in the US and Europe. Will easier monetary policy fulfil its objective of preventing recession, and what will be the implications for currency markets?