Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
DC plans should consider adding multi-asset credit strategies to their default strategies
Our newsletter provides the latest news and views impacting public funds.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
NEST announced today (15 May) that it has awarded a high yield bond mandate to J.P.Morgan Asset Management to further diversify members��� portfolios and offer attractive returns in an otherwise low-yielding fixed income environment.