Markets, economy, stocks, growth, global, fixed income, international, asset classes
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
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.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.