Markets, economy, stocks, growth, global, fixed income, international, asset classes
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
What investors should consider
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
What are the bright spots in fixed income?
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
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.