In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Market sentiment towards the Chinese currency has shifted significantly