Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
Why the US dollar may not be as overvalued as you think