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.
What are the bright spots in fixed income?
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Investors going into 2020 are facing a very different environment from a year ago. What could the year bring, and where might the opportunities lie?
Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted.
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
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?