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This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
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.
The performance of the US dollar significantly diverged from relative rate spreads.
Dr. David Kelly discusses the economic impact of the ECB’s decision to use NIRP to boost the European economy.
Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
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.