LTCMA Time Frame
Interest Rate Policy
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?
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.
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.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
The team applies its own deep proprietary research to J.P Morgan's world-class platform to design and manage portfolios that invest globally across asset classes.