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
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?
Executive summary of JPM's long-term capital market return assumptions for 2013
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
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
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.