Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
David Kelly, the Fed, interest rates
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
What value does alternative beta bring to institutional portfolios?
What are the growth drivers of global e-commerce?