In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.