Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
The existing Brexit deal has once again failed to win the backing of a majority in parliament.