How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
What are the risk and return considerations when it comes to private credit?
Where should core or core plus portfolios look to find value?
Executive summary of JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.