Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
A summary of the factors driving global markets over the last quarter.
A summary of the factors driving global markets over the last month.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
This quarterly publication from our Pension Solutions and Advisory Group provides UK pension funds with timely updates on market trends, funding levels and the latest industry and product developments.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
Managing insurance portfolio ratings migration in a recessionary environment
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi