Skip to main content
logo
  • Funds
    Overview

    Fund Explorer

    • Search our funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • Liquidity
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Capacity management
  • Investment Themes
    Overview
    • Sustainable investing
    • Unconstrained fixed income
    • Core fixed income
    • Global equity funds
    • Investing in China
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Guide to Alternatives
    • Foundations of Alternatives
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook 2025
    • Monthly Market Review
    • Why Alternatives?
    • Insights App

    Portfolio Insights

    • Portfolio Insights Overview
    • Fixed Income Insights
    • Multi-Asset Solutions Strategy Report
    • Asset Allocation Views
    • Equity Views
    • Factor Views
    • Long-Term Capital Market Assumptions
    • Global Alternatives Outlook
    • ETF Perspectives

    Webconferences

    • Webconferences
  • Library
  • About Us
    Overview
    • Corporate and Social Responsibility
    • Diversity, Equity and Inclusion
    • Spectrum: Our Investment Platform
    • Our Leadership Team
  • Contact Us
  • Role
  • Country
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. J.P. Morgan Asset Management Sweden
  2. Insights
  3. Portfolio Insights

Bitesize bond views

Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.

21-11-2024

Dollar Dilemma – Weighing up the dollar rally

While the fundamentals support a strong dollar, the question remains: has the rally been overdone? As investors, it is crucial to weigh the potential for further gains against risks of a pullback, considering the broader global economic dynamics and the sustainability of current US policy trajectories.

Read more
14-11-2024

US Corporates Making The (Investment) Grade

The outlook for the US investment grade (IG) credit market is clearer following last week's US election, but some uncertainties remain.

Read more
07-11-2024

Why the European high yield story remains compelling

European corporate fundamentals have peaked, but we remain constructive on European high yield due to strong credit quality, attractive technicals and support from the European Central Bank (ECB).

Read more

Portfolio positioning analysis

Find out how we’re positioning our global fixed income and emerging market debt portfolios, based on our latest quarterly economic and market views.

Macro and thematic research

  • Macro perspectives
  • Asset class themes
Macro perspectives

Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.

Asset class themes

Imagery: Getty Images

0908222012141434

  • Fixed Income