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
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Why the US dollar may not be as overvalued as you think
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
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