Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
What are the bright spots in fixed income?
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Investors going into 2020 are facing a very different environment from a year ago. What could the year bring, and where might the opportunities lie?
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?