Do high yield bonds and leveraged loans still have room to run?
Where should core or core plus portfolios look to find value?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Is now the time for de-risking?
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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The key political, macro and credit risks that insurers may want to address in 2019.