Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
What are the bright spots in fixed income?
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
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
Combining the broadest possible range of assets can help income-hungry investors take advantage of the merits of diversification and optimise the risk-return mix within their portfolio.
The late stage of the economic cycle poses challenges for investors seeking income. Explore risks investors may add to portfolios whilst hunting for yield.