Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
What investors should consider
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don���t postpone further duration hedging in anticipation of rising rates.
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
For the first time in 20 years, markets will have to survive without support from central banks.