Are tailwinds the new headwinds for bonds?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
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Global Fixed Income Blog
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
EU Referendum
What investors should consider
Spread-Implied Ratings: Implications for insurance capital requirements
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Fixed income assumptions
What are the bright spots in fixed income?
Eye on the Market 2016 Outlook - Planet of the Aches
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
What if we live in a low-return world? Implications for pension funds
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Why we’re in the early innings of a secular bull market
The S&P 500 could hit 10,000 by the mid-2030s
Global Fixed Income Views 4Q 2019
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
2019 Insurance Outlook
The key political, macro and credit risks that insurers may want to address in 2019.