Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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Being prepared for the next market downturn
Market downturn, bear market
Being prepared for the next market downturn
Market downturn, bear market
Eye on the Market 2016 Outlook - Key Topics
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.
Eye on the Market 2016 Outlook - Planet of the Aches
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
The J.P. Morgan Insights App FAQ
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
Corporate EMD belongs in core fixed income portfolios
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Time to revisit your fixed income allocation?
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.
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
The Life Insurance Search for Yield
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.