Market downturn, bear market
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
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.
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Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Global capital requirements and systemic risk within the insurance industry dominated the conversation at this year’s NAIC International Insurance Forum.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
The key political, macro and credit risks that insurers may want to address in 2019.
What are the bright spots in fixed income?