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.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Currencies through an ESG lens
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