Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
What are the bright spots in fixed income?
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
Why the US dollar may not be as overvalued as you think
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
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