Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads.