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Global Fixed Income Blog
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
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.
EU Referendum
What investors should consider
Fixed income assumptions
What are the bright spots in fixed income?
Eye on the Market 2016 Outlook - Key Topics
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Corporate EMD belongs in core fixed income portfolios
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
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.
The Life Insurance Search for Yield
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.