Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
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
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
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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.