Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
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
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Implications for insurance capital requirements
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 insurers' moment: Credit lending after the crisis
Markets, economy, stocks, growth, global, fixed income, international, asset classes
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.