What are the bright spots in fixed income?
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
Is now the time for de-risking?
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.
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.