Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Article discussing how low growth, low yield environments are good for equity income investing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable