Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
What are the implications of quantitative tightening for the global bond market?
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
A new way to think about core alternatives: 5%, 7%, 9%
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
The key political, macro and credit risks that insurers may want to address in 2019.