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.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement