Themes from the quarterly Quantitative Beta Research Summit
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
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?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
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?
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
Global - Currency Thoughts - PDF